Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Quincy? Claim Your ProfileQuincy De freitas is a registered representative with Eagle Strategies LLC. Quincy has been in the industry since 1996 and holds the following licenses: Series 7, Series 63, Series 65, Series 66, Series 24, and Series 52TO. Quincy specializes in portfolio management for individuals and financial planning. Quincy's prior experience includes roles with AXA Advisors, LLC, NYLIFE Securities LLC, and New York Life Insurance Co.
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.
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.
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2
NY
08/03/2021 - Present
Eagle Strategies LLC (NEW YORK NY)
NY
06/04/2015 - 11/21/2016
AXA ADVISORS, LLC (BROOKLYN NY)
NY
09/10/2007 - 06/18/2013
CITIGROUP GLOBAL MARKETS INC. (BROOKLYN NY)
NY
12/10/2002 - 05/09/2007
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
MO
01/02/2001 - 06/04/2002
FIRST UNION SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
FL
01/07/1998 - 01/02/2001
JWGENESIS SECURITIES, INC. (BOCA RATON FL)
MO
09/20/1999 - 03/07/2000
JWGENESIS FINANCIAL SERVICES, INC. (ST. LOUIS MO)
NY
08/17/1995 - 01/08/1998
HAMPSHIRE SECURITIES CORPORATION (NEW YORK NY)
NA
01/30/1994 - 08/28/1995
BRENNER SECURITIES CORPORATION
NY
08/24/1993 - 01/12/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
BOTH
Issued 11/12/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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