Unclaimed
Quinn R. McCarthy is a financial professional with over a year of experience in the industry. Quinn is currently registered with J.p. Morgan Securities LLC, where they are a registered representative and investment advisor representative. Quinn is also registered with the following state securities regulators: Connecticut, District of Columbia, Florida, Maine, Massachusetts, New Hampshire, and Rhode Island. Prior to joining J.p. Morgan Securities LLC, Quinn was employed at CITIZENS SECURITIES, INC. Quinn has passed the Uniform Securities Agent State Law Examination (Series 63), the Investment Company Products/Variable Contracts Representative Examination (Series 6TO), and the Securities Industry Essentials Examination (SIE). Quinn's specializations include: Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisers, Pension Consulting, and Financial Planning.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MA
04/28/2021 - Present
J.p. Morgan Securities LLC (Boston MA)
MA
09/24/2019 - 12/31/2020
CITIZENS SECURITIES, INC. (ANDOVER MA)
BC
Issued 10/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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