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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Laurance Quintero is a financial advisor with over 20 years of experience in the industry. Jeffrey is registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2016. Before that, Jeffrey was registered with A. G. EDWARDS & SONS, INC. and PORTSMOUTH FINANCIAL SERVICES. Jeffrey holds licenses for Series 7, Series 63, and Series 66. Jeffrey has extensive experience working with individual clients as well as businesses and charitable organizations. Jeffrey provides financial planning, portfolio management and investment consulting services to their clients.
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.
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.
Investment consulting services to institutional clients
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.
1
2
CA
04/30/2011 - Present
Wells Fargo Clearing Services, LLC (WALNUT CREEK CA)
CA
09/06/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WALNUT CREEK CA)
CA
04/28/2000 - 06/22/2006
PORTSMOUTH FINANCIAL SERVICES (SAN FRANCISCO CA)
NA
02/26/1992 - 10/05/1993
OLDE DISCOUNT CORPORATION
NA
09/23/1991 - 11/25/1991
SMITH CULVER, INC.
BOTH
Issued 02/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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