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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lawrence Sullivan is an investment advisor representative with Truist Advisory Services, INC. in HERNANDO, FL. Daniel has been in the industry since 1996. Daniel is registered in 27 states as an investment advisor representative and 2 states as an investment advisor. Daniel has passed the Series 6, Series 7, Series 26, Series 63, and Series 65 exams. Daniel is also a Certified Financial Planner.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
06/14/2023 - Present
Truist Advisory Services, Inc. (HERNANDO FL)
NY
01/20/1998 - 02/04/1999
RETIREMENT FOUNDATIONS, INC. (GREAT NECK NY)
AL
06/25/1997 - 01/14/1998
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
MN
08/16/1996 - 07/07/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/16/1996 - 07/07/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
VT
04/26/1996 - 10/28/1996
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 6/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/8/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 4/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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