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AQ

Amari Odell Quick

PACIFIC SELECT DISTRIBUTORS
NEWPORT BEACH, CA
·CRD# 7803075·2 years registered

Professional Summary

Amari Odell Quick, who also goes by Amari Quick, is a registered financial advisor currently at PACIFIC SELECT DISTRIBUTORS, LLC located in Newport Beach, California. Amari is registered as a RR (Registered Representative) and started their career in finance in 2025. Amari has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Amari Quick

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

2 years registered in the securities industry

Current & Past Employments

Current

PACIFIC SELECT DISTRIBUTORS, LLCCurrent·CRD# 4452
BD
700 Newport Center Drive, Newport Beach, CA 92660
September 16, 2026 - Present

Past

PRINCIPAL ADVISED SERVICESPast·CRD# 297324
RIA
Charlotte, NC
July 31, 2025 - July 9, 2026
PRINCIPAL SECURITIES, INC.Past·CRD# 1137
BD
Charlotte, NC
June 2, 2025 - July 9, 2026

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Current Firm

PS
PACIFIC SELECT DISTRIBUTORS, LLC

PACIFIC EQUITY SALES COMPANY | PACIFIC SELECT DISTRIBUTORS, LLC | PACIFIC SELECT DISTRIBUTORS, INC. | PACIFIC SECURITIES | PACIFIC MUTUAL DISTRIBUTORS, INC. | PACIFIC MUTUAL DISTRIBURTORS, INC.

CRD#: 4452 / SEC#: 8-15264
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

Contact Information

Main Address

700 Newport Center Drive, Newport Beach, CA 92660-6397

Mailing Address

700 Newport Center Drive, Newport Beach, CA 92660-6397

Phone Number

(949) 219-6579

Established

Delaware since 01/01/2015

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Large

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PACIFIC LIFE INSURANCE COMPANYPARENT OF APPLICANT—
DARE, BARBARA ALYCEVICE PRESIDENT5074108
KISSEL, GEOFFREY PCHIEF EXECUTIVE OFFICER7499710
LA ROQUE, SUZANNE MARIEASSISTANT VICE PRESIDENT, CHIEF COMPLIANCE OFFICER4222767
SMITH, TREVOR TIMOTHYVICE PRESIDENT, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATING OFFICER4844953
YAMAUCHI, STARLA CHINVICE PRESIDENT, CORPORATE SECRETARY7721024

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

**PRINCIPAL BANK POSITION: Advice, Education & Sales NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/21/2025 ADDRESS: 401 McCullough Dr., charlotte NC 28262, United States DESCRIPTION: Principal role includes accountability for sales of bank deposit products. **PRINCIPAL ADVISED SERVICES POSITION: Retirement consultant NATURE: RIA or IAR outside of PSI INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/21/2025 ADDRESS: 401 McCullough dr, charlotte NC 28262, United States DESCRIPTION: As a Principal Advised Services IAR, I offer one-on-one investment advice to Principal retirement plan participants when eligible for a distribution at benefit event. The investment advice is a recommendation as to which of the retirement plan participant's four distribution options is in their best interest.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
North Carolina
(9/16/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jul 2025About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed May 2025About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jun 2024About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Amari Odell Quick's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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