Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Quinlan is a financial professional with over 40 years of experience in the industry. Edward is currently registered with Osaic Wealth, Inc. in Carlsbad, CA and has a long history of providing financial services to individuals and businesses. Edward is a Chartered Financial Consultant and has a broad range of experience in investment products and strategies.
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.
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2
CA
11/03/2023 - Present
Osaic Wealth, Inc. (CARLSBAD CA)
CA
02/27/2009 - 11/03/2023
FSC SECURITIES CORPORATION (CARLSBAD CA)
CA
01/02/1990 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (CARLSBAD CA)
AZ
07/22/1985 - 12/31/1989
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NA
11/15/1982 - 08/08/1985
AMERICAN CAPITAL FINANCIAL SERVICES, INC.
IA
Issued 07/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/10/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2001
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/12/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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