Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Quentin? Claim Your ProfileQuentin Elliott is a financial advisor with Kestra Advisory Services, LLC. Quentin has been in the industry since 1986 and has experience providing financial advice to individuals, families, and businesses. Quentin is registered with the Securities and Exchange Commission (SEC) and holds Series 6, 7, 63, and 66 licenses. Quentin also has a strong understanding of investment advisory services and specializes in portfolio management for individuals and businesses. In addition to his work at Kestra Advisory Services, LLC, Quentin also provides investment advisory services through Ivory Wealth Management, Inc.
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.
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2
TX
10/18/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
CT
05/18/2018 - 12/31/2019
COMMONWEALTH FINANCIAL NETWORK (Essex CT)
CT
06/01/2009 - 05/21/2018
MORGAN STANLEY (ESSEX CT)
CT
10/01/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ESSEX CT)
CT
11/21/1986 - 10/11/2007
A. G. EDWARDS & SONS, INC. (ESSEX CT)
BOTH
Issued 10/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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