Unclaimed
Kristin Quinn is a financial advisor currently registered with Wells Fargo Advisors Financial Network, LLC. Kristin has been in the industry since March 16, 2012. Kristin has been associated with Wells Fargo Advisors Financial Network, LLC since July 2024. Kristin is also registered with the state of Oregon and Texas. In the past, Kristin has worked with Wells Fargo Clearing Services, LLC, Black & Company, Inc., William Blair & Company, and John Nuveen & Co., Incorporated.
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
OR
07/18/2024 - Present
Wells Fargo Advisors Financial Network, LLC (Portland OR)
OR
05/29/2019 - 07/18/2024
WELLS FARGO CLEARING SERVICES, LLC (PORTLAND OR)
OR
03/03/1995 - 02/25/1999
BLACK & COMPANY, INC. (PORTLAND OR)
IL
06/06/1994 - 01/16/1995
WILLIAM BLAIR & COMPANY (CHICAGO IL)
IL
11/01/1991 - 06/10/1994
JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)
BOTH
Issued 06/12/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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