Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tony? Claim Your ProfileTony Quinn is a financial advisor at Charles Schwab & CO., Inc. with over 10 years of experience in the financial industry. Tony Quinn is currently registered with the state of Florida as both a Registered Representative and an Investment Advisor Representative. Tony Quinn holds Series 66, SIE, and Series 7 licenses. Tony Quinn's current employer, Charles Schwab & CO., Inc. provides a variety of investment advisory services, including financial planning, wrap fee programs, and investment management services for individual and institutional clients.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
12/18/2015 - Present
Charles Schwab & CO., Inc. (Orlando FL)
FL
11/11/2009 - 06/03/2011
NEWPORT GROUP SECURITIES, INC. (HEATHROW FL)
BOTH
Issued 12/15/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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