Quincy West

  • Financial Advisor
  • Investment Advisor Representative

As an Investment Advisor Representative, Quincy acts as a resource, guiding his clients in making the right financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.

I look to serve as a resource to my clients, providing them with the service, tools, and guidance they need to navigate their financial path with confidence.

Qualifications

  • Graduate of the University of Rhode Island, earning his degree in Applied Economics
  • Licensed to sell Life, Accident, and Health Insurance
  • Holds the Series 7 and 66 Securities Licenses

Personal

  • Currently resides in Middlesex, NJ
  • In his free time, he enjoys exercising, playing basketball and golf, and fishing

 

I am licensed and registered to offer products and services in NJ. Licenses will vary.
Domiciled in NJ.

Check the background of this investment professional on FINRA’s BrokerCheck