Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Quinlan is an investment advisor representative with State Farm Investment Management Corp. David is registered with the state of New Mexico and Texas. David has Series 63, 65 and 6TO securities licenses. David is also a licensed insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates. David has a long history in the financial services industry and has worked with clients in the Alamogordo, NM area. David is committed to providing personalized financial advice to help clients reach 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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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NM
10/30/2023 - Present
State Farm Investment Management Corp. (Alamogordo NM)
IA
Issued 05/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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