Unclaimed
Quinton Branch has been in the financial services industry since August 2012. Quinton is a Registered Representative and Investment Advisor Representative for PFS Investments Inc., which is a Primerica Financial Services company. Quinton has a Series 6, 63, 65, and 26 license as well as a Series 6TO and the SIE Exam. Quinton specializes in portfolio management for individuals. In addition to his role at PFS Investments Inc., Quinton also receives non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products, and Primerica Client Services, Inc. for part-time referrals of home security and automation products, as well as other home-related services.
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.
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.
1
2
KS
05/10/2021 - Present
PFS Investments Inc. (LEAWOOD KS)
KS
08/28/2012 - 12/28/2015
PFS INVESTMENTS INC. (OVERLAND PARK KS)
IA
Issued 06/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/23/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/28/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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