Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Sullivan is an investment advisor representative at Fiscal Dynamics Inc. Brian has been in the industry since 2001. Brian holds Series 7 and Series 66 licenses. Brian's prior employment was with JEFFERSON PILOT SECURITIES CORPORATION in FORT WAYNE, IN. Brian is registered to conduct business in Connecticut and Louisiana. Brian's firm specializes in financial planning, selection of other advisors, portfolio management for businesses and 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.
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.
Referral fees
1
2
CT
06/12/2023 - Present
Fiscal Dynamics Inc. (FARMINGTON CT)
IN
05/14/2001 - 12/31/2004
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
BOTH
Issued 09/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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