Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Quintina? Claim Your ProfileQuintina Wallace is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. She is a registered representative and investment advisor representative, and has been in the financial services industry since 2019. Quintina holds a Series 7, Series 66, and SIE license and has been active in both the brokerage and advisory business. She has worked in the financial services industry with Fidelity Investments and Merrill Lynch. Quintina is a member of FINRA.
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
VA
02/12/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NORFOLK VA)
NC
11/11/2021 - 01/09/2024
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
NC
09/30/2020 - 10/18/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RALEIGH NC)
BOTH
Issued 12/07/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/18/2019
SIE - Securities Industry Essentials 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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