Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Audrea? Claim Your ProfileAudrea Sullivan is a Registered Investment Advisor at EQ Wealth Management, located in Bellevue, WA. Audrea is a highly experienced financial professional with a strong background in the financial services industry. Audrea specializes in providing investment advice and financial planning services to individuals and families. Audrea's expertise includes helping clients with retirement planning, college savings, and estate planning. Audrea's commitment to providing personalized financial advice and guidance has earned her a reputation as a trusted advisor in the industry. Audrea is also active in the community and is passionate about giving back to those in need.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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WA
11/28/2023 - Present
EQ Wealth Management (BELLEVUE WA)
IA
Issued 11/25/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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