Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Quinn is a financial advisor with over 40 years of experience in the industry. He is currently registered with Wells Fargo Clearing Services, LLC in Toledo, OH. David has also held previous positions at Citigroup Global Markets Inc., Lehman Brothers Inc., E. F. Hutton & Company Inc. and Kidder, Peabody & Co. Incorporated. David has passed the Series 63, Series 65, Series 7 and SIE exams. David Quinn has a wide range of experience in the industry and has a strong commitment to helping his clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
04/17/2014 - Present
Wells Fargo Clearing Services, LLC (TOLEDO OH)
OH
07/31/1993 - 02/03/2009
CITIGROUP GLOBAL MARKETS INC. (TOLEDO OH)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
12/11/1987 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
12/21/1982 - 01/05/1988
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 04/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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