Verified
Ethan Quirin is a registered representative with Next Financial Group, Inc., a firm with over 3500 employees and 17,000 clients. Ethan is a licensed attorney and has been in the financial services industry since 2009. Ethan provides investment advisory services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Ethan also specializes in financial planning, pension consulting, and portfolio management. Ethan is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).
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
PA
11/09/2012 - Present
Next Financial Group, Inc. (Malvern PA)
PA
01/06/2010 - 11/12/2012
GENEOS WEALTH MANAGEMENT, INC. (KING OF PRUSSIA PA)
PA
03/27/2009 - 12/17/2009
ING FINANCIAL PARTNERS, INC. (PHILADELPHIA PA)
BOTH
Issued 04/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ethan Quirin is the right advisor for you? Invested Better is here to help.