Unclaimed
Quiaunna Elizabeth Powell is an Investment Advisor Representative with Bryn Mawr Capital Management, LLC. Quiaunna has been in the financial services industry for over six years and is registered with the state of Delaware. Quiaunna has experience in providing investment advice to individuals and charitable organizations. Quiaunna holds the Series 63, Series 65, and Series 6TO licenses. Quiaunna is dedicated to helping her clients achieve their financial goals. Prior to joining Bryn Mawr Capital Management, Quiaunna worked for Wells Fargo Clearing Services, LLC and J.P. Morgan Securities 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.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
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
DE
04/10/2024 - Present
Bryn Mawr Capital Management, LLC (Rehoboth Beach DE)
DE
01/12/2024 - 04/12/2024
WELLS FARGO CLEARING SERVICES, LLC (WILMINGTON DE)
DE
08/18/2023 - 12/20/2023
J.P. MORGAN SECURITIES LLC (Middletown DE)
IA
Issued 02/23/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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