Unclaimed
Thomas McQuinn is an investment advisor representative at Edward Jones, working with clients in the Austin, TX area. Thomas has been in the financial industry since 2011 and holds Series 66, Series 7 and SIE licenses. Thomas focuses on individual and business portfolio management, financial planning, and pension consulting. Thomas provides a wide range of investment solutions to clients, including fixed fees, commissions, and percentage of assets compensation. Thomas also manages rental properties, providing property maintenance 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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.
See schedule d - miscellaneous
1
2
TX
08/12/2011 - Present
Edward Jones (AUSTIN TX)
BOTH
Issued 07/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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