Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Donaldson Quinn is an Investment Advisor Representative at Arista Wealth Management, LLC. Todd has been in the financial services industry for over 20 years. Todd has a strong track record of success in providing financial advice to a wide range of clients, including individuals, families, businesses, and charitable organizations. Todd holds Series 63, 66, and 7 licenses. Previously, Todd worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Northern Trust Securities, Inc., Banc of America Investment Services, Inc., Credit Suisse First Boston LLC and Donaldson, Lufkin & Jenrette Securities Corporation.
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.
Consulting (investment/non-investment)
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.
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2
UT
06/21/2024 - Present
Arista Wealth Management, LLC (Draper UT)
UT
05/22/2012 - 09/28/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SALT LAKE CITY UT)
NV
04/16/2009 - 05/25/2012
NORTHERN TRUST SECURITIES, INC. (LAS VEGAS NV)
NV
05/07/2003 - 07/18/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (LAS VEGAS NV)
NY
01/17/2003 - 04/24/2003
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
10/09/2000 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 07/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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