Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert O'Quinn is a financial advisor with over 10 years of experience in the financial services industry. Robert is registered with the state of Florida, Georgia, California, Colorado, Maryland, and Texas as an Investment Advisor Representative. Robert is currently employed by Scharf Investments, LLC and Arcus Capital Partners, LLC. Robert previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Fidelity Brokerage Services LLC. Robert holds Series 7, Series 66, and SIE licenses, and is also a Certified Financial Planner. Robert specializes in providing financial planning, portfolio management, and model recommendations to high-net-worth individuals, families, businesses, charitable organizations, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model recommendations
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
07/13/2018 - Present
Scharf Investments, LLC (Jacksonville FL)
FL
05/08/2015 - 02/08/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
05/28/2013 - 04/13/2015
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
07/20/2012 - 05/10/2013
EDWARD JONES (FLEMING ISLAND FL)
BOTH
Issued 08/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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