Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Quintrell? Claim Your ProfileQuintrell McCreary is a registered representative with Principal Securities, Inc., a firm based in Des Moines, Iowa, with over 1153 clients. Quintrell McCreary has been in the financial industry for over 3 years. Quintrell McCreary is registered to provide investment advice in Florida and Georgia and has Series 63, 65, and 6TO licenses, as well as the SIE Exam. The firm offers advisory services in a variety of areas, including financial planning, pension consulting, educational seminars, and portfolio management for individuals. Quintrell McCreary also has outside business activities in the insurance and real estate industries.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
FL
03/05/2024 - Present
Principal Securities, Inc. (Jacksonville FL)
FL
11/06/2023 - 02/27/2024
FIRST COMMAND BROKERAGE SERVICES, INC. (JACKSONVILLE BEACH FL)
IA
Issued 01/12/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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