Years of Experience
5-20+ Years
SANTA ROSA, CA
5 Years Experience
0 Disclosures
ADVISOR BIO
Quintin Shaw is a financial advisor with Wells Fargo Clearing Services, LLC, based in Santa Rosa, CA. Quintin has been in the financial industry since October 2019. Prior to joining Wells Fargo Clearing Services, LLC, Quintin was a financial advisor with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Quintin is a Registered Representative and Investment Advisor Representative and holds Series 66, SIE, and Series 7TO licenses.
SPECIALIZATIONS
SAN FRANCISCO, CA
0 Disclosures
ADVISOR BIO
Quinton McDermott is an investment advisor representative at Intellectus Partners, LLC. Quinton McDermott has been in the industry for 7 years. Quinton McDermott specializes in providing financial planning, portfolio management for individuals and businesses, as well as portfolio management for pooled investment vehicles. Quinton McDermott is also a Certified Financial Planner and a Chartered Financial Consultant.
SPECIALIZATIONS
NEWPORT BEACH, CA
3 Years Experience
0 Disclosures
ADVISOR BIO
Quinton Espinosa is a financial advisor with U.S. Bancorp Investments, Inc. based in Newport Beach, CA. Quinton has been working in the financial services industry since October 2021. Quinton holds Series 7, SIE, 63, and 65 licenses. Quinton's areas of expertise include financial planning, portfolio management, and publication of periodicals. Quinton is registered with the states of Arizona, California, Delaware, Florida, Nevada, Oregon, Texas, and Washington. Quinton was previously registered with Goldman Sachs & Co. LLC.
SPECIALIZATIONS
LOS ANGELES, CA
17 Years Experience
0 Disclosures
ADVISOR BIO
Qumars Montazeri is a registered representative at Goldman Sachs & Co. LLC. Qumars Montazeri is a financial professional who has been working in the financial industry since 2007. Qumars Montazeri holds multiple FINRA registrations, including Series 7, Series 24, and Series 79TO, and is well-versed in a variety of financial products and services. Qumars Montazeri specializes in investment banking, providing investment advisory services to individuals, businesses, and pooled investment vehicles.
SPECIALIZATIONS
SAN JOSE, CA
20 Years Experience
0 Disclosures
ADVISOR BIO
Quoc Hoang Pham is a financial advisor currently associated with Merrill Lynch, Pierce, Fenner & Smith Inc.. Quoc has been in the industry since August 2004. Quoc holds multiple licenses and certifications and has experience in various aspects of financial advising.
SPECIALIZATIONS
NEWPORT BEACH, CA
6 Years Experience
0 Disclosures
ADVISOR BIO
Quoc Anh Nguyen is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Quoc Anh Nguyen is licensed in California and Texas and has been in the industry since 2018. Quoc Anh Nguyen has experience with J.P. MORGAN SECURITIES LLC.
SPECIALIZATIONS
TRACY, CA
12 Years Experience
0 Disclosures
ADVISOR BIO
Quoc bao Tran Le is a financial advisor with over 10 years of experience in the industry. Quoc bao Tran Le is currently registered with J.P. Morgan Securities LLC, located in Tracy, CA. Prior to joining J.P. Morgan Securities LLC, Quoc bao Tran Le worked at BBVA Securities Inc. in Manteca, CA and Wells Fargo Clearing Services, LLC in San Bruno, CA. Quoc bao Tran Le holds the Series 6, Series 63 and SIE licenses. Quoc bao Tran Le specializes in providing financial planning services, pension consulting, and portfolio management for both individuals and businesses. Quoc bao Tran Le works with a variety of clients, including high-net-worth individuals, corporations, insurance companies, pension and profit sharing plans, and charitable organizations.
SPECIALIZATIONS
SACRAMENTO, CA
3 Years Experience
0 Disclosures
ADVISOR BIO
Qurat ul ain Azhar is a registered representative with J.p. Morgan Securities LLC. Qurat ul ain Azhar has been in the securities industry since September 2021 and is licensed in California. Qurat ul ain Azhar holds the Series 6TO, Series 63 and SIE licenses.
SPECIALIZATIONS
IRVINE, CA
12 Years Experience
1 Disclosures
ADVISOR BIO
Quy Van Nguyen is a financial advisor with Wells Fargo Clearing Services, LLC, located in IRVINE, CA. Quy has been in the financial services industry since 2013 and holds the following licenses and certifications: Series 7, Series 63, Series 65, and SIE. Quy has experience working with individuals, corporations, and institutions and specializes in financial planning, investment management, and portfolio management. Quy is registered in 46 states and the District of Columbia.
SPECIALIZATIONS
Menlo Park, CA
6 Years Experience
0 Disclosures
ADVISOR BIO
Quyen Nguyen is an investment advisor representative with Morgan Stanley. Quyen is registered in 14 states and has been working in the securities industry since December 2018. Quyen is licensed to provide securities advice, and investment advisory services. Quyen is associated with the Menlo Park, CA branch office of Morgan Stanley.
SPECIALIZATIONS