user avatar

David Quinones

Advisor at Fidelity

Updated today

Location

Greenville, MI

Credentials

Series 63, Series 66

Industry experience

6 years

About

David Quinones is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Bank. Quinones also had a role at Purgatory Bar SLC during part of his tenure at Wells Fargo. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios and offers advisory services with oversight of sub-advisers and conflict management.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Location

Greenville, MI

Most active in

Michigan · Texas

Work history

Fidelity Investments

2025 - Present (1 year)

Fidelity Investments

2021 - Present (5 years)

Wells Fargo Clearing

2019 - 2021 (2 years)

Wells Fargo Clearing

2019 - 2019 (1 year)

Wells Fargo Bank, nA

2017 - 2021 (4 years)

Purgatory Bar SLC

2017 - 2021 (4 years)

First Data Corporation

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Mitchell L

Series 65, Series 66

Rockford, MI

Mitch Lyons Wealth LLC

Mitchell Lyons is the sole advisor at Mitch Lyons Wealth LLC, holding Series 65 and Series 66 licenses with 19 years of industry experience. He has worked at several firms including Global Financial Private Capital, LLC and Lyons Kitzrow Wealth Management. Lyons is also an independent licensed insurance agent and owner of Mitch Lyons Wealth LLC. Mitch Lyons Wealth LLC provides portfolio management services for individual and high-net-worth clients, employing multiple analysis methods such as fundamental, technical, quantitative analysis, and modern portfolio theory. The firm implements long-term strategies alongside options trading and utilizes third-party model portfolios through AE Wealth Management.

Options & derivatives strategies Passive / index investing Wealth management
user avatar

Derrin L

Series 63, Series 65

Pierson, MI

Derrin Leigh LLC

Derrin Leigh is the sole advisor at Derrin Leigh LLC, an independent firm based in Pierson, MI. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, including prior work at Financial Architechs. Before founding his current practice in 2018, he founded and sold a larger wealth-management business. Derrin Leigh LLC provides comprehensive investment advisory services and financial planning primarily for individual clients, including high-net-worth individuals and small business owners. The firm combines fundamental and technical analysis in its investment approach and regularly employs short-term trading and covered-call option strategies alongside longer-term positions.

Active portfolio management Options & derivatives strategies Passive / index investing Real estate investing Founder/Business Owner
user avatar

Scott F

Series 63, Series 66

Pierson, MI

Principal Financial Services

Scott Fraungruber is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with Principal Securities Inc. since 2016 and has worked at Principal Life Insurance Company since 1992. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, direct advisory programs, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
user avatar

Axel C

Series 63, Series 65

Greenville, MI

FIFTH THIRD SECURITIES, Inc.

Axel Contreras Luevano is a financial advisor with Fifth Third Securities, Inc. based in Greenville, MI. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2025. Prior to his advisory role, he worked at Fifth Third Bank and was involved in managing Flos Sports Bar for six years. Fifth Third Securities provides brokerage and investment advisory services to a range of clients, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
user avatar

Jacob J

Series 63, Series 66

Rockford, MI

The huntington Investment company

Jacob Jackson is a financial advisor at The Huntington Investment Company with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked in security management and served with the Michigan Department of Natural Resources. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets through a model-driven platform that integrates third-party and proprietary investment strategies, offering specialized services including tax management and ESG overlays.

ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting

Jacob K

Series 66

Greenville, MI

Edward Jones

Jacob Kemp is a financial advisor with Edward Jones in Greenville, MI, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked as an on-field football official for the Collegiate Officiating Consortium Football - Big Ten from 2010 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including both discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

Retirement income strategy Retirement withdrawal strategies Liquidity event planning Business ownership considerations General estate planning guidance Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")