Unclaimed
Quinetta Anato-mensah is a financial advisor with Fidelity Personal And Workplace Advisors. Quinetta has been working in the financial services industry since 2005 and is registered with the state of Texas. Prior to joining Fidelity Personal And Workplace Advisors, Quinetta worked at Northland Securities, Inc., RBC Capital Markets, LLC, and Wells Fargo Advisors, LLC. Quinetta specializes in providing financial planning, portfolio management, and educational seminars for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
TX
02/09/2024 - Present
Fidelity Personal AND Workplace Advisors (CONROE TX)
MN
06/19/2017 - 02/22/2023
NORTHLAND SECURITIES, INC. (MINNEAPOLIS MN)
MN
01/21/2016 - 07/14/2017
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
MN
03/24/2014 - 01/19/2016
NORTHLAND SECURITIES, INC. (MINNEAPOLIS MN)
MN
03/06/2014 - 04/02/2014
WELLS FARGO ADVISORS, LLC (ROSEVILLE MN)
MN
01/03/2011 - 12/12/2012
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
03/02/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
MN
02/25/2005 - 02/08/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
02/25/2005 - 02/08/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/22/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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