Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Courtney Quinlan is a financial advisor with over 20 years of experience in the industry. John is registered with Charles Schwab & CO., Inc. in Pennsylvania and Texas and has been with the firm since May of 2017. Prior to joining Charles Schwab & CO., Inc., John worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and PNC INVESTMENTS. John is a Certified Financial Planner and has Series 6, 7, 9, 10, 63, and 65 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
PA
01/06/2020 - Present
Charles Schwab & CO., Inc. (Mt. Lebanon PA)
PA
07/02/2013 - 05/17/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PITTSBURGH PA)
MD
09/23/2010 - 01/19/2012
PNC INVESTMENTS (BETHESDA MD)
VA
02/26/2010 - 09/24/2010
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (MANASSAS VA)
VA
08/01/2008 - 02/11/2010
NATIONWIDE SECURITIES, LLC (MANASSAS VA)
VA
07/11/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (FAIRFAX VA)
VA
01/06/2006 - 08/29/2007
NATIONWIDE SECURITIES, INC. (FAIRFAX VA)
VA
02/23/2004 - 06/30/2005
BI INVESTMENTS, LLC (GLEN ALLEN VA)
NY
11/08/2000 - 02/23/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NC
02/16/1998 - 05/09/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
12/22/1997 - 01/20/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
12/22/1997 - 01/20/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/04/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/05/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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