Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Quentin? Claim Your ProfileQuentin Moore is a financial advisor with MML Investors Services, LLC located in Staten Island, NY. Quentin has been in the industry since 2005 and has experience working with various firms, including ALPS Distributors, Inc. and Matrix Capital Group, Inc. Quentin holds Series 63, SIE, and Series 7 licenses. Quentin specializes in a wide range of financial services, including asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses 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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
04/16/2020 - Present
MML Investors Services, LLC (STATEN ISLAND NY)
CO
10/10/2018 - 09/12/2019
ALPS DISTRIBUTORS, INC. (DENVER CO)
NY
03/14/2017 - 09/21/2018
MATRIX 360 DISTRIBUTORS, LLC (New York NY)
NY
05/20/2016 - 12/31/2016
MATRIX CAPITAL GROUP, INC. (New York NY)
NJ
08/31/2004 - 01/30/2015
METLIFE SECURITIES INC. (SOMERSET NJ)
NJ
10/01/2003 - 01/02/2015
NEW ENGLAND SECURITIES (SOMERSET NJ)
NJ
08/31/2004 - 09/06/2013
WALNUT STREET SECURITIES, INC. (SOMERSET NJ)
NJ
08/31/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ISELIN NJ)
BC
Issued 09/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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