Unclaimed
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 an investment advisor representative with Sequent Planning, LLC, based in Omaha, Nebraska. Christopher has been in the financial services industry for over 35 years, and is registered with FINRA as a General Securities Representative and as a Registered Investment Advisor. Christopher specializes in providing financial planning and investment management services to individuals and families. Christopher is also a Certified Financial Planner. Christopher is dedicated to helping his 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.
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.
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.
1
2
NE
02/22/2024 - Present
Sequent Planning, LLC (OMAHA NE)
CA
09/30/2004 - 12/21/2023
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (CONCORD CA)
NJ
11/22/2002 - 06/21/2004
BCG SECURITIES, INC. (CHERRY HILL NJ)
NE
03/23/1995 - 12/03/2002
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NJ
05/15/1986 - 12/23/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
11/20/1985 - 03/07/1986
FREEMAN FINANCIAL SERVICES CORPORATION
IA
Issued 05/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Christopher Sullivan is the right advisor for you? Invested Better is here to help.
