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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Sullivan is a financial advisor with Cetera Investment Advisers LLC, and has been in the financial services industry since July 2002. Christopher has experience in financial planning, pension consulting, and portfolio management. He holds Series 7, 24, and 66 securities licenses. Christopher also has a strong presence in the local community, with affiliations to various organizations. Christopher Sullivan is dedicated to providing exceptional financial advice to clients in order to help them reach 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.
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.
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.
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2
WA
03/21/2024 - Present
Cetera Investment Advisers LLC (SPOKANE VALLEY WA)
WA
06/01/2005 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (SPOKANE VALLEY WA)
FL
03/26/2004 - 06/01/2005
KOVACK SECURITIES INC. (FT. LAUDERDALE FL)
CA
11/24/2003 - 03/29/2004
CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)
WA
07/02/2002 - 11/24/2003
METROPOLITAN INVESTMENT SECURITIES, INC. (SPOKANE WA)
BOTH
Issued 07/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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