Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Quinn? Claim Your ProfileQuinn Patrick McInerney is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., and is licensed in 53 states. Quinn has over 6 years of experience in the financial services industry. Quinn has been registered with the Securities and Exchange Commission (SEC) since 2017. Before joining Merrill Lynch, Quinn worked at AXA Advisors, LLC. Quinn holds the Series 66, Series 10, Series 9, SIE, and Series 7 licenses and is a registered representative and investment advisor representative. Quinn specializes in working with corporations, businesses, individuals, charitable organizations, insurance companies, pension and profit-sharing plans, and state or municipal government entities.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
03/19/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ROLLING MEADOWS IL)
IL
09/28/2017 - 02/12/2018
AXA ADVISORS, LLC (DEERFIELD IL)
BOTH
Issued 12/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/30/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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