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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Francis Quinn is an investment advisor representative at Integrated Wealth Concepts LLC, a firm with a total of 22,706 client accounts and approximately $13.5 billion in assets under management. Joseph Francis Quinn is registered in 12 states. Joseph Francis Quinn is licensed as a Series 66, Series 53, Series 24 and Series 7 representative. Joseph Francis Quinn specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Joseph Francis Quinn is also registered as an investment advisor representative with Integrated Financial Partners, a DBA of Integrated Wealth Concepts LLC.
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.
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.
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NH
11/29/2016 - Present
Integrated Wealth Concepts LLC (DOVER NH)
IN
02/06/2006 - 11/28/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/06/2006 - 06/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
AZ
12/05/2001 - 01/12/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
FL
09/22/2000 - 12/10/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BOTH
Issued 10/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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