Unclaimed
Linnette Dawn Quick is an active investment advisor representative (IAR) registered with PFS Investments Inc. Linnette Dawn Quick has been in the securities industry since November 9, 2000. Linnette Dawn Quick has registered with FINRA, the Securities Industry Essentials (SIE) exam and the Series 6 and Series 26 exams. Linnette Dawn Quick has a branch office in CROFTON, MD. Linnette Dawn Quick works with a wide variety of clients including individuals, corporations, and charitable organizations. Linnette Dawn Quick provides portfolio management for individuals and uses a percentage of assets compensation structure.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
MD
01/04/2008 - Present
PFS Investments Inc. (CROFTON MD)
GA
11/07/2000 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 11/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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