Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Quentin? Claim Your ProfileQuentin Morrow Moore has been in the financial services industry since 1987. Quentin is a registered representative of Geneos Wealth Management, Inc., a firm with a focus on providing comprehensive financial planning and investment management services to individuals, families, businesses, and charitable organizations. Quentin is committed to providing personalized service and helping clients reach their financial goals.
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.
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2
TX
06/13/2003 - Present
Geneos Wealth Management, Inc. (BELLAIRE TX)
CO
01/02/1998 - 06/20/2003
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
TX
07/23/1991 - 12/31/1997
RETIREMENT INVESTMENT GROUP (HOUSTON TX)
GA
03/18/1987 - 06/20/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 03/18/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/05/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/09/1993
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/17/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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