Unclaimed
Quinn Bentley Toomey is a registered representative with LPL Enterprise, LLC and has been in the industry since July 2024. Quinn specializes in financial planning, portfolio management for individuals and businesses and provides consulting and other non-discretionary advisory services. Quinn holds a Series 66 license and is registered in New York. LPL Enterprise, LLC is a large independent broker-dealer with a focus on providing financial advice and services to individuals, families, 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary 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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NY
11/14/2024 - Present
LPL Enterprise, LLC (SYRACUSE NY)
Active
Inactive
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