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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 a financial advisor registered with Truist Advisory Services, Inc. Daniel Lawrence Sullivan has been a Registered Representative for over 26 years and has experience in providing financial advice to a wide range of clients, including individuals, corporations, and charitable organizations. Daniel Lawrence Sullivan is also registered as an Investment Advisor Representative in Florida and Texas. Daniel Lawrence Sullivan holds Series 6, 7, 26, 63, and 65 licenses, as well as the SIE. Daniel Lawrence Sullivan is a Certified Financial Planner (CFP). Daniel Lawrence Sullivan has been with Truist Advisory Services, Inc. since 2016. Previously, Daniel Lawrence Sullivan was registered with SunTrust Investment Services, Inc. and Retirement Foundations, Inc. Daniel Lawrence Sullivan provides financial planning, investment advisory, and portfolio management services.
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 06/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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