Antwone Marques O'QUinn

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Torrance, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Torrance, CA

Previous Registrations

• 2007-02-01 → 2021-06-23
  Wells Fargo Clearing Services, Llc
  Lynwood, CA
  Redondo Beach, CA
  Rolling Hills Estates, CA
  Torrance, CA
  Torrance, CA
  Torrance, CA
  Torrance, CA
  Los Angeles, CA
  El Segundo, CA
  Torrance, CA
  Ladera Ranch, CA
  Irvine, CA
  Irvine, CA
  Irvine, CA
  Rancho Santa Margarita, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-11-30
• S63 Uniform Securities Agent State Law Examination
  2000-05-19

Other Names

• Antwone Marques Oquinn