Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Quinston? Claim Your ProfileQuinston Daugherty is a Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Quinston has been in the securities industry for over 4 years and holds the Series 6, 7, 63, and 66 licenses. Quinston has experience with providing investment advisory services, financial planning, and portfolio management for individuals and businesses. Quinston previously worked at MWA Financial Services Inc. from 2019 to 2023. Quinston Daugherty is registered in Arizona, Arkansas, California, Colorado, Connecticut, Florida, Hawaii, Missouri, Nevada, New Mexico, New York, North Carolina, Rhode Island, Tennessee, Texas, Vermont, and Washington.
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.
Investment consulting services to institutional clients
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
CO
12/15/2023 - Present
Wells Fargo Clearing Services, LLC (DENVER CO)
CO
04/01/2019 - 05/17/2023
MWA FINANCIAL SERVICES INC. (Littleton CO)
BOTH
Issued 03/07/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 04/01/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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