Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernadette? Claim Your ProfileBernadette R. Sullivan has been a part of the financial industry since November 2005. Currently, Bernadette is an active representative for Ameriprise Financial Services, LLC, a firm based in Minneapolis, MN. Previously, Bernadette worked at The Huntington Investment Company in Hartville, OH and Linsco/Private Ledger Corp. in North Canton, OH. Bernadette has a strong background in the financial industry and has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. Bernadette is a part of Ameriprise Financial Services, LLC and is available to provide a variety of services including Asset Allocation Services, Financial Planning, Pension Consulting, Educational Seminars, Publication of Periodicals, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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.
1
2
OH
12/07/2022 - Present
Ameriprise Financial Services, LLC (CANTON OH)
OH
04/18/2006 - 07/13/2022
THE HUNTINGTON INVESTMENT COMPANY (HARTVILLE OH)
OH
06/16/2005 - 04/21/2006
LINSCO/PRIVATE LEDGER CORP. (NORTH CANTON OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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