Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Francis Quinn is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Kevin has been in the industry for over 30 years and has experience working with individuals, businesses, and institutions. He is registered with FINRA and the state of Florida. He holds Series 7 and Series 63 licenses, as well as the SIE and Series 65 exams. Kevin's current office is located at 5801 PELICAN BAY BLVD, SUITE 103, NAPLES, FL 34108. Kevin offers various financial services, including financial planning, investment consulting services to institutional clients, portfolio management for individuals and businesses, and selection of other advisors.
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
FL
07/21/2023 - Present
Wells Fargo Advisors Financial Network, LLC (NAPLES FL)
FL
09/04/2018 - 07/20/2023
WELLS FARGO CLEARING SERVICES, LLC (NAPLES FL)
FL
10/20/2015 - 08/31/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NAPLES FL)
NJ
11/12/2013 - 12/09/2014
CANTOR FITZGERALD & CO. (SHREWSBURY NJ)
NY
08/18/2011 - 08/28/2013
WELLS FARGO SECURITIES, LLC (NEW YORK NY)
NY
03/15/2010 - 11/23/2010
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
06/12/2009 - 03/16/2010
CROSS POINT CAPITAL LLC (NEW YORK NY)
NY
06/10/2008 - 05/11/2009
R. W. PRESSPRICH & CO., INC. (NEW YORK NY)
NY
07/06/2006 - 02/11/2008
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
04/04/2005 - 06/20/2006
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
NY
06/01/2000 - 04/14/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
04/27/1999 - 11/02/2000
ROBERT A. STANGER & COMPANY, INC. (SHREWSBURY NJ)
NY
09/19/1995 - 12/19/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
11/09/1989 - 09/20/1995
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/09/1989 - 09/20/1995
LEHMAN GOVERNMENT SECURITIES INC.
NA
11/09/1989 - 07/18/1994
LEHMAN SPECIAL SECURITIES INC.
NA
04/21/1987 - 12/24/1987
SALOMON BROTHERS INC.
IA
Issued 01/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Quinn is the right advisor for you? Invested Better is here to help.
