Esmeralda Quintero
Investment adviser representative at Private Client Services, LLC
19 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Private Client Services, LLCAug 2025 to now
- StudentSep 2007 to now
- Northwestern Mutual Wealth Management CompanyJan 2021 to Aug 2025
- Northwestern Mutual Investment Services LLCFeb 2019 to Aug 2025
- Northwestern Mutual Life Insurance CompanyOct 2018 to Aug 2025
- Rutman CorporationJan 2018 to Jun 2019
- Wells FargoJan 2016 to Nov 2017
- Jump Around NowSep 2014 to Oct 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, NC).
Private Client Services, LLC
$1.4BAssets managed
8,765Clients
64Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7015883
- Firm CRD
- 120222