Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Ann Quintero is a registered representative with Ingalls & Snyder, LLC. Kimberly has been in the securities industry since February 4, 2010 and has licenses in the following states: California, Connecticut, Florida, Hawaii, Massachusetts, New Jersey, New York, and Oregon. Kimberly has passed the Series 66, SIE and Series 7 exams. In addition to being a registered representative, Kimberly also holds an Investment Advisor Representative license. Prior to joining Ingalls & Snyder, LLC, Kimberly was a representative at FIRST REPUBLIC SECURITIES COMPANY, LLC and CONSTELLATION WEALTH ADVISORS 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.
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.
Please see "miscellaneous" on schedule d.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
07/08/2021 - Present
Ingalls & Snyder, LLC (NEW YORK NY)
NY
12/09/2011 - 05/10/2021
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NY
01/20/2010 - 11/29/2011
CONSTELLATION WEALTH ADVISORS LLC (NEW YORK NY)
BOTH
Issued 10/14/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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