Unclaimed
Michael Quinn has been in the financial industry since November 18, 1982, and is currently registered with Cetera Investment Advisers LLC. Michael is registered in several states including Florida, Maine, Montana, New Hampshire, New York, Vermont and Virginia. Michael provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Michael also works with fixed insurance, specializing in life, health, disability, annuities and long-term care.
N FERRISBURGH, VT
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
VT
06/29/2023 - Present
Cetera Investment Advisers LLC (N FERRISBURGH VT)
VT
01/02/2015 - 12/31/2016
MSI FINANCIAL SERVICES, INC. (NORTH FERRISBURGH VT)
VT
02/02/1995 - 01/02/2015
NEW ENGLAND SECURITIES (NORTH FERRISBURGH VT)
MA
10/12/1982 - 02/01/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
10/12/1982 - 02/01/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 7/18/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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