Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gertrude? Claim Your ProfileGertrude Quinto has been a financial professional since December 1996 and currently holds a Series 63, Series 66, Series 7, and SIE license. Gertrude has a background in both investment advising and brokerage. She is a Registered Representative and Investment Advisor Representative for Cambridge Investment Research Advisors, Inc. She provides various financial services, including financial planning, portfolio management, and pension consulting. Gertrude's previous experience includes roles at Money Concepts Capital Corp, INFINEX INVESTMENTS, INC., BI INVESTMENTS, LLC, Commonwealth Financial Network, SunTrust Securities, Inc., and Crestar Securities Corporation. Her dedication to her clients, as well as her expertise, makes Gertrude Quinto a valuable resource for individuals and families seeking financial guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
VA
11/17/2020 - Present
Cambridge Investment Research Advisors, Inc. (Newport News VA)
VA
07/21/2017 - 11/18/2020
MONEY CONCEPTS CAPITAL CORP (Williamsburg VA)
VA
06/01/2008 - 07/21/2017
INFINEX INVESTMENTS, INC. (WILLIAMSBURG VA)
VA
12/18/2003 - 06/01/2008
BI INVESTMENTS, LLC (GLOUCESTER VA)
MA
07/02/2002 - 12/31/2003
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
GA
05/26/2000 - 07/10/2002
SUNTRUST SECURITIES, INC. (ATLANTA GA)
VA
12/18/1996 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
BOTH
Issued 04/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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