Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald William Quirk has been working in the financial industry since 1993 and is currently registered with Next Financial Group, Inc.. Donald William Quirk is also registered as an Investment Advisor Representative (IAR). Donald William Quirk has been with Next Financial Group, Inc. since 2013 and has experience with Summit Brokerage Services, Inc., WallStreet Electronica, Inc., Harbor Financial Services, LLC, and Raymond James Financial Services, Inc.. Donald William Quirk has been registered in 11 states and has held a Series 63, Series 65, Series 7, Series 24 and SIE license. Donald William Quirk offers financial planning and portfolio management services to a range of clients, including individuals, businesses, charitable organizations, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
FL
03/24/2017 - Present
Next Financial Group, Inc. (TITUSVILLE FL)
FL
02/19/2008 - 02/15/2013
SUMMIT BROKERAGE SERVICES, INC. (TITUSVILLE FL)
FL
10/03/2007 - 03/03/2008
WALLSTREET ELECTRONICA, INC. (CORAL GABLES FL)
TX
09/07/2007 - 10/04/2007
HARBOR FINANCIAL SERVICES, LLC (DALLAS TX)
FL
10/26/1998 - 08/30/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (TITUSVILLE FL)
MO
09/20/1993 - 09/29/1998
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 03/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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