Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Marie Quinn is a financial advisor who has been in the industry for over 20 years. Jane has worked for several well-known firms including Citigroup Global Markets Inc, Prudential Securities Incorporated, Morgan Stanley Smith Barney, and most recently at King Wealth Management Group, LLC. Jane holds a variety of licenses including Series 3, 7, 9, 10, 63 and 65. She has a strong background in providing financial planning and portfolio management services for businesses and individuals.
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.
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.
1
2
NY
08/09/2021 - Present
King Wealth Management Group, LLC (SARATOGA SPRINGS NY)
NY
02/03/2012 - 01/12/2018
PURSHE KAPLAN STERLING INVESTMENTS (SARATOGA SPRINGS NY)
NY
06/01/2009 - 02/08/2012
MORGAN STANLEY SMITH BARNEY (SARATOGA SPRINGS NY)
NY
10/12/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SARATOGA SPRINGS NY)
NY
02/02/1995 - 10/09/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/04/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2009
Series 3 - National Commodity Futures Examination
BC
Issued 02/01/1995
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jane Quinn is the right advisor for you? Invested Better is here to help.
