Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roland? Claim Your ProfileRoland Quintanilla is a financial advisor with Missionsquare Retirement. Roland is based in Washington, DC and has been working in the financial industry since October 2009. Roland holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Roland specializes in providing financial advice to individuals, high-net-worth individuals, and insurance 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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DC
08/26/2015 - Present
Missionsquare Retirement (WASHINGTON DC)
TX
08/05/2014 - 08/21/2015
AXA ADVISORS, LLC (SAN ANTONIO TX)
OH
04/19/2012 - 08/01/2014
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
TX
12/10/2007 - 06/08/2010
WELLS FARGO ADVISORS, LLC (SAN ANTONIO TX)
IA
Issued 05/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/07/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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