Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Quinn is a financial advisor registered with LPL Financial LLC. Jeff has been in the industry since 2005 and has held various positions at several firms including Merrill Lynch, Morgan Stanley, and Park Avenue Securities LLC. Jeff is licensed to provide securities and investment advisory services in New Jersey. He holds several securities licenses including Series 7, 24, 52, and 66 and has been working at LPL Financial LLC since July of 2024.
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.
Consulting and other non-discretionary advisory services
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.
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2
NJ
07/17/2024 - Present
LPL Financial LLC (WALL NJ)
NJ
10/06/2021 - 07/22/2024
PARK AVENUE SECURITIES LLC (HOLMDEL NJ)
NY
07/01/2020 - 09/23/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/08/2017 - 08/06/2018
MORGAN STANLEY (PURCHASE NY)
NJ
12/27/2016 - 03/03/2017
MML INVESTORS SERVICES, LLC (Edison NJ)
NJ
01/11/2016 - 12/31/2016
SECURIAN FINANCIAL SERVICES, INC. (TOTOWA NJ)
NY
10/01/2012 - 01/20/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
04/27/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NJ
08/30/2004 - 04/16/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TOMS RIVER NJ)
NY
09/27/2002 - 08/30/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
08/28/2002 - 10/03/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 10/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/29/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/22/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/03/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 08/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 08/27/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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