Unclaimed
Quinn Teague is a financial professional with several years of experience in the industry. Quinn is currently registered with Strategic Wealth Investment Group, LLC in Indiana and Ohio. Quinn specializes in providing financial planning and portfolio management services to individuals and businesses. Quinn has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. Quinn holds a Series 63, Series 65, and Series 7TO licenses. Quinn's previous experience includes roles at AXA ADVISORS, LLC, EQUITABLE ADVISORS, LLC, and Meijer.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
IN
01/06/2025 - Present
Strategic Wealth Investment Group, LLC (Indianapolis IN)
IA
Issued 04/06/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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