Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Quin is a financial advisor who has been in the industry since 1998. Michael currently works for Daymark Wealth Partners, LLC in Cincinnati, OH. Previously, Michael worked for Wells Fargo Clearing Services, LLC and Morgan Stanley. Michael holds several licenses and certifications including Series 65, Series 3, Series 63, and Series 7. Michael focuses on providing financial planning and portfolio management services for individuals and businesses.
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.
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
OH
06/29/2023 - Present
Daymark Wealth Partners, LLC (CINCINNATI OH)
OH
08/05/2013 - 06/10/2022
WELLS FARGO CLEARING SERVICES, LLC (CINCINNATI OH)
OH
06/01/2009 - 08/27/2013
MORGAN STANLEY (CINCINNATI OH)
OH
09/12/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CINCINNATI OH)
CT
07/10/2002 - 09/16/2008
UBS FINANCIAL SERVICES INC. (WESTPORT CT)
MD
06/01/2001 - 07/17/2002
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
09/30/1998 - 06/07/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/25/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2005
Series 3 - National Commodity Futures Examination
BC
Issued 09/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Michael Quin is the right advisor for you? Invested Better is here to help.
