Unclaimed
Quinn Kelly Sterling is an investment advisor representative at Evergreen Capital Management LLC, based in BELLEVUE, Washington. Quinn has been in the financial services industry since 2015 and has a strong background in investment management. Quinn holds Series 63, 66, and 7 licenses, along with the SIE exam.
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.
Personalized portfolio management to meet individual financial objectives.
Unsolicited investment advice on an ad hoc basis
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Negotiated fees for ad hoc unsolicited investment advice
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2
WA
10/17/2016 - Present
Evergreen Capital Management LLC (BELLEVUE WA)
WA
10/15/2015 - 06/09/2016
PROEQUITIES, INC. (SEATTLE WA)
BOTH
Issued 04/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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