Unclaimed
Lawrence Quinn is a financial advisor with over 15 years of experience in the industry. Lawrence has a variety of experience having worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC ONE SECURITIES CORPORATION, Chase Investment Services Corp., J.P. MORGAN SECURITIES INC., and J.P. MORGAN SECURITIES LLC. Lawrence is currently registered with Citigroup Global Markets Inc. and is licensed in all 50 states.
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.
Asset allocation advice
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.
1
2
GA
09/13/2019 - Present
Citigroup Global Markets Inc. (ATLANTA GA)
GA
10/01/2008 - 06/18/2019
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
GA
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (ATLANTA GA)
GA
01/04/2006 - 07/01/2006
BANC ONE SECURITIES CORPORATION (ATLANTA GA)
IL
07/06/2005 - 01/09/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
12/13/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
11/20/2003 - 04/14/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/06/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2003
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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