Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Sullivan is a financial advisor with over 17 years of experience in the financial services industry. Andrew is currently registered with Harbor Investment Advisory, LLC in Lutherville, MD. Andrew has a broad range of experience, having previously worked at Tullett Prebon Financial Services LLC and Newedge USA, LLC in New York, NY. Andrew is a Series 7 and Series 66 licensed representative and has a wide array of knowledge and expertise in the financial services industry. Andrew works with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Andrew specializes in financial planning, portfolio management, and selection of other advisors. Andrew is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MD
01/06/2014 - Present
Harbor Investment Advisory, LLC (Lutherville MD)
NY
01/03/2011 - 06/25/2013
TULLETT PREBON FINANCIAL SERVICES LLC (NEW YORK NY)
NY
11/22/2006 - 01/18/2011
NEWEDGE USA, LLC (NEW YORK NY)
BOTH
Issued 11/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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