Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Quinn? Claim Your ProfileQuinn Charles Davis is a financial advisor with over 3 years of experience in the industry. Quinn holds both Series 63 and 65 licenses, as well as Series 7 and SIE certifications. Quinn is currently registered with LPL Financial LLC and specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, businesses, charitable organizations, and retirement plans. Prior to joining LPL Financial, Quinn was affiliated with Purshe Kaplan Sterling Investments.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
04/16/2024 - Present
LPL Financial LLC (FORT WORTH TX)
TX
07/13/2020 - 01/16/2024
PURSHE KAPLAN STERLING INVESTMENTS (Dallas TX)
IA
Issued 07/27/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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