Noe Quintero

from Optivise Advisory Services LLC
SEC regulated
Regulated Investment Advisor
Noe Quintero is a financial advisor based in Tennessee, Franklin, with 23 years of experience. Noe currently works for Optivise Advisory Services LLC. Noe maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Noe Quintero works at Optivise Advisory Services LLC
Optivise Advisory Services LLC is a financial advisory firm based in Franklin, Tennessee. It currently has approximately $234,504,876 of assets under management and employs about 20 people. Optivise Advisory Services LLC uses a fee structure of a percentage of assets under your management, hourly charges, subscription fees and share in fee paid to sub-advisor, back office clerical and admin.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Securities Agent State Law Examination (S63)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges, subscription fees and share in fee paid to sub-advisor, back office clerical and admin
Office location
109 Holiday Ct, Suite A6, Franklin, Tennessee, 37067

Advisor can help with

Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].

Find your perfect
advisor

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting
Find an advisor