Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Quinn? Claim Your ProfileQuinn McElwee is a financial advisor who has been in the industry since 2005. Quinn is a Certified Financial Planner and holds Series 7 and 66 licenses. Quinn has worked for several firms over the years, including D.A. Davidson & Co., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Girard Securities, Inc., Cetera Advisor Networks LLC, Mercer Allied Company, L.P., Goldman Sachs & Co. LLC, and currently is registered with United Capital Financial Advisors. Quinn is registered in Colorado, Texas and Wyoming.
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.
Sub-adviser for other investment advisers
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
CO
02/06/2020 - Present
United Capital Financial Advisors (Fort Collins CO)
CO
09/04/2020 - 11/20/2023
GOLDMAN SACHS & CO. LLC (FORT COLLINS CO)
CO
09/04/2020 - 11/20/2023
MERCER ALLIED COMPANY, L.P. (FORT COLLINS CO)
CO
11/01/2017 - 09/01/2020
CETERA ADVISOR NETWORKS LLC (FORT COLLINS CO)
CO
08/16/2013 - 11/01/2017
GIRARD SECURITIES, INC. (FORT COLLINS CO)
CO
06/14/2007 - 08/19/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT COLLINS CO)
CO
07/11/2005 - 06/04/2007
D.A. DAVIDSON & CO. (FORT COLLINS CO)
BOTH
Issued 08/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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