Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Quinn is a financial advisor with Edward Jones, a firm that has been serving individual investors since 1922. Michelle has over 20 years of experience in the financial services industry, and she is committed to helping her clients reach their financial goals. Michelle has a deep understanding of the financial markets and is dedicated to providing personalized advice to each of her clients. She provides financial planning, portfolio management and retirement planning services.
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.
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.
See schedule d - miscellaneous
1
2
PA
11/02/2020 - Present
Edward Jones (Spring Grove PA)
PA
09/27/2005 - 11/18/2020
M&T SECURITIES, INC. (HANOVER PA)
MD
06/08/2004 - 06/13/2005
M&T SECURITIES, INC. (BALTIMORE MD)
TX
08/16/2000 - 06/03/2004
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
08/16/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 01/31/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2007
Series 24 - General Securities Principal Examination
BC
Issued 04/18/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michelle Quinn is the right advisor for you? Invested Better is here to help.
