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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leif? Claim Your ProfileLeif Quinlan is an active investment advisor representative and investment advisor representative with Wells Fargo Clearing Services, LLC, a firm that has assets under management of more than $10 billion. Leif Quinlan has been active in the financial services industry since March 2007 and has an approved registration in California and Texas. Leif Quinlan holds FINRA Series 66 and Series 7 licenses and has passed the SIE exam. Leif Quinlan is licensed to provide financial planning, investment consulting services, and portfolio management. Prior to Leif Quinlan's current role, Leif Quinlan was a registered representative with Merrill Lynch, Pierce, Fenner & Smith 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
CA
01/08/2016 - Present
Wells Fargo Clearing Services, LLC (ROLLING HILLS ESTATES CA)
NM
03/26/2007 - 01/12/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBUQUERQUE NM)
BOTH
Issued 10/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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