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KQ

Kimberly A. Quinn

KSQ FINANCIAL SERVICES LLC
HALIFAX, MA
Some features on this profile are disabled
CRD#: 2320442
KQ

Professional summary

Kimberly A. Quinn, CFP®, who also goes by Kimberly Anne Langlois, Kimberly A. Segal, Kimberly Anne Segal, Kim Trainor, Kimberly Anne Trainor, is a registered financial advisor currently at KSQ FINANCIAL SERVICES LLC located in Halifax, Massachusetts.

Kimberly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Kimberly has worked at 10 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kimberly Anne Langlois | Kimberly A. Segal | Kimberly Anne Segal | Kim Trainor | Kimberly Anne Trainor

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberly A. Quinn's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

November 18, 2024 - Present

KSQ FINANCIAL SERVICES LLC

RIA
CRD#: 333285
HALIFAX, MA
Past

June 19, 2019 - February 5, 2025

CATALYST INVESTMENT MANAGEMENT LLC

RIA
CRD#: 298122
HALIFAX, MA
Past

September 12, 2016 - July 10, 2019

LPL FINANCIAL LLC

RIA
CRD#: 6413
NORWELL, MA
Past

November 18, 2015 - July 21, 2016

TIMESCALE FINANCIAL, INC.

RIA
CRD#: 186511
DANVERS, MA
Past

October 28, 2015 - July 10, 2019

LPL FINANCIAL LLC

BD
CRD#: 6413
NORWELL, MA
Past

September 11, 2002 - November 12, 2015

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
HINGHAM, MA
Past

July 12, 1999 - November 12, 2015

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
HINGHAM, MA
Past

January 4, 1999 - July 14, 1999

SCUDDER FINANCIAL SERVICES, INC.

BD
CRD#: 41692
BOSTON, MA
Past

March 3, 1997 - December 31, 1998

DEAM INVESTOR SERVICES, INC.

BD
CRD#: 754
NEW YORK, NY
Past

March 4, 1996 - March 6, 1997

FISCO EQUITY, INC.

BD
CRD#: 24067
LINCOLN, RI
Past

November 6, 1995 - February 1, 1996

CCBT BROKERAGE DIRECT, INC.

BD
CRD#: 29602
HYANNIS, MA
Past

April 12, 1993 - October 17, 1995

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(11/18/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/11/2003
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 6/5/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/3/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/16/1995
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/8/1993
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 2/7/2000
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/25/2000
General Securities Sales Supervisor - Options Module Examination

Current Firm

KF
KSQ FINANCIAL SERVICES LLC
KSQ FINANCIAL SERVICES LLC

CRD#: 333285 / SEC#:

Massachusetts
Registered Investment Advisory firm - (11/18/2024 Approved)
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Contact information

Main Address
Halifax, MA
Mailing Address
Phone number
(617) 610-0587
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts39
AUM (Assets Under Management)$ 14,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

KSQ FINANCIAL SERVICES LLC

CRD#: 333285Halifax, MA

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