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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 active investment advisor representative with Osaic FA, Inc. David Quinlan has been in the industry since 2011. David Quinlan is registered in New Jersey, New York, Florida, North Carolina, Pennsylvania, and Tennessee. David Quinlan is also a registered investment advisor with the state of New Jersey. David Quinlan has a Series 7 and Series 66 license and the SIE exam. David Quinlan's current firm, Osaic FA, Inc., is a large firm with over 1000 licensed agents and investment advisor representatives and over 100,000 clients. David Quinlan and Osaic FA, Inc., provide a variety of investment advisory services, including portfolio management, financial planning, and retirement plan consulting.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Retirement plan consulting services provided on a limited basis.
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
NJ
11/15/2011 - Present
Osaic FA, Inc. (ISELIN NJ)
BOTH
Issued 10/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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