Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Quinn? Claim Your ProfileQuinn Zen is an investment advisor representative at Fisher Investments. Quinn has been in the industry since 2000, previously working at Citigroup Global Markets Inc. and Charles Schwab & Co., Inc. Quinn is registered with the state of Texas as a registered investment advisor. Quinn is also licensed with the state of Washington as a registered investment advisor.
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.
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.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
11/09/2023 - Present
Fisher Investments (PLANO TX)
NY
04/26/2002 - 01/28/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
TX
06/28/2000 - 12/03/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 11/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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