Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Sullivan is a financial advisor with Brookfield Oaktree Wealth Solutions LLC. Bryan has been in the financial industry for over 10 years. Previously, Bryan worked at Eaton Vance Distributors, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bryan is registered with the following states: Delaware, District of Columbia, Kentucky, Maryland, New Jersey, New York, Pennsylvania, Virginia and West Virginia. Bryan holds the Series 7 and Series 66 licenses and the SIE exam.
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.
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.
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NY
02/28/2023 - Present
Brookfield Oaktree Wealth Solutions LLC (New York NY)
MA
10/28/2016 - 02/22/2023
HARBOR FUNDS DISTRIBUTORS, INC. (BOSTON MA)
MA
01/15/2013 - 10/19/2016
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
12/22/2011 - 12/19/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HINGHAM MA)
BOTH
Issued 02/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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