Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Quinn? Claim Your ProfileQuinn Cunningham is a financial advisor who has been in the industry since 2021. Quinn is currently registered with Avantax Advisory Services and holds licenses to sell securities and provide investment advice in Pennsylvania. Quinn is a member of the Troia e Provincia di Foggia Social Club, a fraternal organization, and has experience working with various organizations, including KPMG, LLP and Geci and Associates, PC. Quinn's experience in the industry, coupled with their education and commitment to their clients, make them a valuable resource for anyone looking for financial guidance.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
PA
02/02/2022 - Present
Avantax Advisory Services (Saint Marys PA)
BOTH
Issued 02/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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