Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames B. Quinn is a financial advisor with over 10 years of experience in the industry. James is currently registered with Alliance-ONE Investments, LLC. James has been with this firm since December 2023. Prior to this, James worked at VOYA AMERICA EQUITIES, INC. and ALLIANZ LIFE FINANCIAL SERVICES, LLC. James has passed several industry exams including the Series 6TO, SIE and Series 6. James is a Series 26 principal.
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.
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.
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2
OK
12/02/2023 - Present
Alliance-ONE Investments, LLC (Tulsa OK)
MN
04/02/2014 - 04/26/2017
VOYA AMERICA EQUITIES, INC. (MINNEAPOLIS MN)
MN
10/01/2009 - 03/26/2013
ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)
BC
Issued 12/21/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/19/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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