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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 Martin is a financial advisor who provides financial planning and investment management services. Quinn is registered with the state of Illinois as an Investment Advisor Representative. Quinn is a Certified Financial Planner and has been in the financial services industry for several years. Quinn is currently employed at Kovitz Investment Group Partners, LLC. Quinn has previously worked at Raymond James Financial Services, Inc. in Chicago, IL. Quinn is a graduate of the University of Illinois with a degree in Finance and has also worked in real estate.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive 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.
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.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
IL
08/01/2024 - Present
Kovitz Investment Group Partners, LLC (Chicago IL)
IL
12/07/2017 - 10/11/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHICAGO IL)
IA
Issued 02/23/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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