Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kip? Claim Your ProfileKip Quinn is a Registered Representative and Investment Advisor Representative, currently employed by Wells Fargo Advisors Financial Network, LLC. Kip has been in the financial services industry since 2010 and holds the Series 66, Series 7 and SIE licenses. Kip specializes in working with High Net Worth Individuals, Individuals Other Than High Net Worth, Pension and Profit Sharing Plans, Corporations or Other Businesses, Charitable Organizations, and Insurance Companies.
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.
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2
UT
11/02/2023 - Present
Wells Fargo Advisors Financial Network, LLC (COTTONWOOD HEIGHTS UT)
UT
09/15/2010 - 11/02/2023
WELLS FARGO CLEARING SERVICES, LLC (HOLLADAY UT)
BOTH
Issued 10/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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