Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Quinn is a financial advisor with over 20 years of experience in the financial services industry. Jeffrey is a registered representative and investment advisor representative with LPL Financial LLC. Jeffrey has held previous roles at HSBC Securities (USA) Inc., Morgan Stanley, People's Securities, Inc., MetLife Securities Inc., Chase Investment Services Corp., Medallion Investment Services, Inc., BANC of America Investment Services, Inc., Quick & Reilly, Inc., and Fleet Enterprises, Inc. Jeffrey holds the Series 6, 7, 9, 10, 24, 52, 53, and 63 licenses, as well as the SIE designation. Jeffrey is a Certified Financial Planner and a Chartered Financial Consultant. Jeffrey is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
1
2
NY
12/22/2023 - Present
LPL Financial LLC (HAUPPAUGE NY)
CT
01/20/2021 - 04/11/2022
PEOPLE'S SECURITIES, INC. (BRIDGEPORT CT)
NY
09/10/2020 - 01/05/2021
MORGAN STANLEY (NEW YORK NY)
NY
05/22/2014 - 06/05/2020
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
07/11/2012 - 05/09/2014
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
06/18/2012 - 05/09/2014
METLIFE SECURITIES INC. (HAUPPAUGE NY)
NY
12/17/2007 - 05/24/2012
CHASE INVESTMENT SERVICES CORP. (WHITE PLAINS NY)
NY
06/13/2006 - 11/20/2007
MEDALLION INVESTMENT SERVICES, INC. (BOHEMIA NY)
MA
10/20/2004 - 01/11/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
10/15/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
08/07/2000 - 04/08/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
06/09/1998 - 08/07/2000
FLEET ENTERPRISES, INC. (NEW YORK NY)
IA
Issued 07/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/28/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/01/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/23/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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