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50,030 Results
Unclaimed

Fisher Investments

location

Camas, WA

0 Disclosures

ADVISOR BIO

Quinn Anderson is an Investment Advisor Representative at Fisher Investments. Quinn has been in the industry since 2015 and is registered with the state of Texas and Washington. Quinn specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Quinn is committed to providing clients with personalized financial advice and helping them reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

NEW YORK, NY

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Quinn O'Bryen is an active registered representative of Goldman Sachs & Co. LLC. Quinn has been in the industry since 2012 and is a Series 99 and SIE exam holder. Quinn specializes in Portfolio Management for Individuals, Businesses, and Pooled Investment Vehicles. Quinn's firm, Goldman Sachs & Co. LLC, is a registered investment advisor with over $50 billion in assets under management and offers advisory services, including financial planning, educational seminars, and portfolio management.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Evergreen Capital Management LLC

location

BELLEVUE, WA

0 Disclosures

ADVISOR BIO

Quinn Kelly Sterling is an investment advisor representative at Evergreen Capital Management LLC, based in BELLEVUE, Washington. Quinn has been in the financial services industry since 2015 and has a strong background in investment management. Quinn holds Series 63, 66, and 7 licenses, along with the SIE exam.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
UNSOLICITED INVESTMENT ADVICE ON AN AD HOC BASIS
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Andina Family Offices

location

Logan, UT

0 Disclosures

ADVISOR BIO

Quinn Longhurst is an investment advisor representative associated with Andina Family Offices. Quinn holds a Series 65 license and has been an investment advisor representative for less than one year. Quinn's current registrations are with the state of Utah and has been active in the investment advisory industry since 2023. The Andina Family Offices is a fee-based firm that primarily serves individuals, families, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Cerity Partners LLC | CFP ® (Certifications)

location

NEW YORK, NY

0 Disclosures

ADVISOR BIO

Quinn Portfolio is a financial advisor registered with the state of New York. Quinn is associated with Cerity Partners LLC and has been with this firm since May of 2014. Quinn is a Certified Financial Plannerâ„¢ professional and specializes in providing financial planning, portfolio management, and tax services. Quinn also provides bill pay services for clients. Quinn is a Series 7 and Series 66 licensed representative.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX SERVICES; BILL PAY
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

SYRACUSE, NY

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Quinn Shamlian is an investment advisor representative at RBC Capital Markets, LLC. Quinn is a registered investment advisor in New York and Texas. Quinn is licensed to provide securities related services in 41 states. Quinn has been active in the investment industry since 2010 and has experience in providing investment advice to individuals, businesses, and institutions. Quinn is a member of the Series 7 and Series 66. Quinn is also a member of the Securities Industry Essentials Examination.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

CHARLOTTE, NC

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Quinn Cole Lamontagne is a registered investment advisor representative with Vanguard Advisers, Inc. Quinn has been in the financial industry for over 2 years. Quinn is registered in 53 states, the District of Columbia, and Puerto Rico, and holds the Series 7TO, SIE, and Series 66 licenses. Quinn specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Quinn offers financial planning and selection of other advisors to their clients.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

SALT LAKE CITY, UT

experience

26 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Quinn Jensen is an investment advisor representative with RBC Capital Markets, LLC. Quinn has been in the financial services industry since May 1999. Quinn has a Series 3, 6, 7, 9, 10, 66. Quinn has a total of 24 state registrations and 2 IA state registrations. Quinn has a total of 22 approved SRO registrations, 1 approved FINRA registration, and 24 approved state registrations. Quinn has a total of 2 IA state registrations. Quinn is currently registered with the state of Utah and Texas. Quinn has been registered with RBC Capital Markets, LLC since May 2021. Quinn is also registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Zions Investment Securities, Inc. Quinn's previous employers include Bank of America, N.A., City National Bank, and RBC Capital Markets, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Charlottesville, VA

0 Disclosures

ADVISOR BIO

Quinn Allan Straayer is an investment advisor representative at Brown Advisory. Quinn has been in the industry since 2012. Quinn holds a Series 6, Series 63, and Series 65 license. Quinn has experience with a variety of financial services, including portfolio management for individuals, businesses, and pooled investment vehicles. Quinn also has experience with selection of other advisors and has worked with high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Kovitz Investment Group Partners, LLC | CFP ® (Certifications)

location

Chicago, IL

0 Disclosures

ADVISOR BIO

Quinn Martin is a financial advisor who provides financial planning and investment management services. Quinn is registered with the state of Illinois as an Investment Advisor Representative. Quinn is a Certified Financial Planner and has been in the financial services industry for several years. Quinn is currently employed at Kovitz Investment Group Partners, LLC. Quinn has previously worked at Raymond James Financial Services, Inc. in Chicago, IL. Quinn is a graduate of the University of Illinois with a degree in Finance and has also worked in real estate.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CREDIT, CASH AND INSURANCE SOLUTIONS, FAMILY OFFICE SERVICES, CORPORATE EXECUTIVE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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