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David Q

Series 63, Series 65

Scituate, MA

Targeted Equity Consulting Group

David Quinn is a financial advisor with Targeted Equity Consulting Group in Scituate, MA. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, including 15 years at Stifel Nicolaus & Company. Outside of his advisory role, he is involved with 3Step Sports LLC. Targeted Equity Consulting Group provides portfolio management and pension consulting services to pension and profit-sharing plans, high-net-worth individuals, and business entities. The firm focuses on equities and non-U.S. securities, using a combination of fundamental, quantitative, technical, and cyclical analysis alongside long- and short-term strategies.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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