Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Quentin? Claim Your ProfileQuentin William Climer is an investment advisor representative with Flagship Harbor Advisors, LLC. Quentin has been in the industry since 1996 and holds the Series 6, 7, 63, and 65 licenses. Quentin’s experience includes a background with AIG Capital Services, Inc., AXA Distributors, LLC, Columbia Management Distributors, Inc., and Berkshire Equity Sales, Inc. In addition to investment advisory services, Quentin provides insurance services, primarily in life, long-term care, and disability insurance. Quentin offers financial planning services including investment advice, retirement planning, college savings, and insurance planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
MA
12/09/2015 - Present
Flagship Harbor Advisors, LLC (BOSTON MA)
NJ
01/15/2010 - 05/18/2015
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NC
02/04/2009 - 01/06/2010
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
NC
11/05/2007 - 12/31/2008
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
MA
08/06/1997 - 11/07/2007
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
05/21/1996 - 08/29/1997
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
IA
Issued 09/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Quentin Climer is the right advisor for you? Invested Better is here to help.
