Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Quin? Claim Your ProfileQuin J Gardner is a financial advisor with Ameriprise Financial Services, LLC in Salt Lake City, Utah. Quin has been in the financial services industry since January 2007 and has experience with several firms, including Morgan Stanley, Morgan Stanley & Co. Incorporated, and UBS Financial Services Inc. Quin is registered to provide investment advisory services in 32 states and is also registered as a Registered Representative in Texas and Utah. Quin is a licensed and qualified financial advisor and has expertise in providing asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals.
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 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
UT
02/28/2014 - Present
Ameriprise Financial Services, LLC (Salt Lake City UT)
UT
06/01/2009 - 03/10/2014
MORGAN STANLEY (SALT LAKE CITY UT)
UT
12/02/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SALT LAKE CITY UT)
UT
01/02/2007 - 12/16/2008
UBS FINANCIAL SERVICES INC. (SALT LAKE CITY UT)
BOTH
Issued 01/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 12/29/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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