Unclaimed
Quentyn Sego is a Registered Representative and Investment Adviser Representative. Quentyn is affiliated with Brokers International Financial Services, LLC and Integrity Advisory Solutions, with a total of 2000456128 in regulatory assets under management. Quentyn has been in the securities industry since 2022, working in previous roles at Wells Fargo Clearing Services, LLC.
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.
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.
Percentage of assets managed by third-party advisor firms
1
2
IA
09/05/2023 - Present
Brokers International Financial Services, LLC (Urbandale IA)
IA
12/21/2022 - 08/25/2023
WELLS FARGO CLEARING SERVICES, LLC (WEST DES MOINES IA)
IA
Issued 01/30/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2024
Series 24 - General Securities Principal Examination
BC
Issued 06/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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