Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Quint is a financial professional with over 40 years of experience in the industry. Donald is registered as a Registered Representative and Investment Advisor Representative in Oklahoma and Texas. Donald is affiliated with LPL Financial LLC and DON P. Quint AND Associates LLC, both of which are located in Tulsa, Oklahoma. Donald is a Chartered Financial Consultant. Donald holds Series 6, 26, and 63 securities licenses as well as the SIE exam. Donald has experience providing services to a range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
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.
Consulting and other non-discretionary advisory services
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
OK
03/07/2001 - Present
LPL Financial LLC (TULSA OK)
OK
07/20/1982 - 01/02/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TULSA OK)
BC
Issued 01/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Donald Quint is the right advisor for you? Invested Better is here to help.
