Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Neal Sullivan is a financial advisor at Creativeone Securities, LLC. Donald has been working in the financial services industry since 1989. Donald holds Series 7, 63, and 66 licenses. Donald has been registered with Creativeone Securities, LLC since January 2015. Previously, Donald was employed by Edward Jones. Donald has expertise in financial planning, portfolio management for individuals, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
KS
01/18/2023 - Present
Creativeone Securities, LLC (Overland Park KS)
OK
09/16/2013 - 10/22/2014
EDWARD JONES (BRISTOW OK)
KS
08/24/1989 - 08/31/2009
EDWARD JONES (INDEPENDENCE KS)
BOTH
Issued 10/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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