Unclaimed
Aisling Mary Sullivan is a licensed Registered Representative with Aegis Capital Corp. in New York, NY. Aisling has been in the industry since March 24, 2024. Aisling has passed the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99TO). Aisling specializes in Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Pooled Investment Vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
NY
03/25/2024 - Present
Aegis Capital Corp. (NEW YORK NY)
BC
Issued 03/25/2024
Series 99TO - Operations Professional Examination
BC
Issued 11/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Aisling Sullivan is the right advisor for you? Invested Better is here to help.