Unclaimed
Hannah Marie Quinton is a financial advisor with over 15 years of experience in the industry. Hannah Marie is currently registered with Charles Schwab & CO., Inc. in California and Texas. Hannah Marie has also previously worked with TD Ameritrade, Inc., American Century Investment Services Inc., American Century Brokerage, Inc., and Ameriprise Financial Services, Inc.. Hannah Marie holds the Series 7, 9, 10, 24 and 66 licenses, along with the SIE exam.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
01/11/2022 - Present
Charles Schwab & CO., Inc. (San Mateo CA)
CA
03/07/2022 - 05/19/2024
TD AMERITRADE, INC. (San Mateo CA)
CA
04/08/2009 - 08/25/2016
AMERICAN CENTURY INVESTMENT SERVICES INC. (MOUNTAIN VIEW CA)
CA
04/09/2009 - 12/31/2012
AMERICAN CENTURY BROKERAGE, INC. (MOUNTAIN VIEW CA)
CA
07/30/2007 - 03/23/2009
AMERIPRISE FINANCIAL SERVICES, INC. (BURLINGAME CA)
BOTH
Issued 10/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/16/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/03/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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