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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Quinn? Claim Your ProfileQuinn H Kahn is an investment advisor representative with Pinnacle Peak Investments LLC. Quinn is registered with the state of New Mexico as an Investment Advisor Representative (IAR) and holds Series 63 and 65 licenses. Quinn has been in the financial services industry for over eight years, previously working at UBS Financial Services, Thornburg Investment Management, and Morgan Stanley. Quinn specializes in portfolio management for businesses and individuals. Pinnacle Peak Investments LLC is an investment advisor registered with the state of New Mexico. The firm provides portfolio management services to businesses, individuals and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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NM
04/18/2023 - Present
Pinnacle Peak Investments LLC (Santa Fe NM)
IA
Issued 10/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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