Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brianna? Claim Your ProfileBrianna Sullivan is a financial advisor at Fruitful, an investment advisory firm based in New York City. Brianna is a Certified Financial Planner with a focus on providing financial planning and portfolio management services for individuals. Brianna has been in the industry since 2016 and has experience working with a variety of clients, including those who are starting out in their careers, those who are approaching retirement, and those who are looking for wealth management solutions. Brianna is committed to providing personalized advice and guidance to help her clients 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.
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.
1
2
NY
01/11/2024 - Present
Fruitful (NEW YORK NY)
PA
05/16/2019 - 12/19/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)
BOTH
Issued 07/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Brianna Sullivan is the right advisor for you? Invested Better is here to help.
