Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Patrick Sullivan is a financial advisor with over 40 years of experience in the industry. Sullivan is currently registered with Wells Fargo Advisors Financial Network, LLC. Sullivan has held previous positions with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Sullivan specializes in providing investment advice and financial planning to individuals, businesses, charitable organizations, insurance companies, and pension and profit-sharing plans.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
09/15/2016 - Present
Wells Fargo Advisors Financial Network, LLC (ROCHESTER NY)
NY
02/20/1980 - 02/19/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/05/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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