Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Quentin? Claim Your ProfileQuentin Snyder is a financial advisor at New Edge Wealth. Quentin has been in the industry since 2022 and is registered with FINRA and the state of Connecticut. Quentin has earned the Series 7TO, SIE, Series 63 and Series 65 licenses. Quentin specializes in providing financial planning, portfolio management, and pension consulting services to individual investors, businesses, corporations, and high-net-worth individuals. Quentin has experience working with various client types, including insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
01/02/2025 - Present
NEW Edge Wealth (STAMFORD CT)
NY
09/14/2022 - 03/18/2024
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
IA
Issued 07/27/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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