Unclaimed Profile

Gertrude Margaret Quinto

CHESAPEAKE FINANCIAL GROUP INC·WILLIAMSBURG, Virginia

SIE, Series 7, Series 63, Series 66ChFCClean record24 years registeredCHESAPEAKE FINANCIAL GROUP INC

4804 COURTHOUSE ST SUITE 2A, WILLIAMSBURG, VA 23188CRD# 2642222Firm CRD# 108039

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gertrude Margaret Quinto · WILLIAMSBURG, VA

Registration

CRD #2642222 · CHESAPEAKE FINANCIAL GROUP INC · 24 years registered

Brand Profile

Not yet started

Career History

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Nov 2020 – present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Nov 2020 – present

MONEY CONCEPTS ADVISORY SERVICE

Jul 2017 – Nov 2020

Williamsburg, VA

CHESAPEAKE WEALTH MANAGEMENT

Jul 2014 – Jul 2017

WILLIAMSBURG, VA

INFINEX INVESTMENTS, INC.

Jun 2008 – Jul 2014

WILLIAMSBURG, VA

BI INVESTMENTS, LLC

Dec 2003 – Jun 2008

GLOUCESTER, VA

SUNTRUST SECURITIES, INC.

Jun 2002 – Jul 2002

GLOUCESTER, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · June 4, 2002

Years registered · 24

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHESAPEAKE FINANCIAL GROUP INC

CRD 108039 · SEC 801-64765

AUM

$84M

Regulatory assets under management

Employees

181 client accounts

Services offered by CHESAPEAKE FINANCIAL GROUP INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CHESAPEAKE FINANCIAL GROUP INC →

Introduction

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Frequently Asked Questions

What services does Gertrude Margaret Quinto offer?

Gertrude Margaret Quinto specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WILLIAMSBURG, Virginia for a consultation.

What are Gertrude Margaret Quinto's credentials?

Gertrude Margaret Quinto holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Gertrude Margaret Quinto located?

Gertrude Margaret Quinto is based in WILLIAMSBURG, Virginia, working with CHESAPEAKE FINANCIAL GROUP INC. Their office serves clients in the WILLIAMSBURG metropolitan area and surrounding communities.

How does Gertrude Margaret Quinto charge for services?

Gertrude Margaret Quinto's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHESAPEAKE FINANCIAL GROUP INC?

CHESAPEAKE FINANCIAL GROUP INC has approximately 4 employees and manages $84M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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