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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eileen? Claim Your ProfileEileen Mary Sullivan is a financial advisor with over 20 years of experience in the financial services industry. She is registered with Bankers Life Advisory Services, Inc. in Florida. Eileen has worked with firms like Morgan Stanley, TD Securities (USA) LLC, and G.X. Clarke & Co. She has a strong background in various areas of finance, including securities, commodities, and government securities. Eileen holds the Series 3, 7, 24, 52, 53, 55, 63, 66, and 72 licenses, demonstrating her expertise in the field. Eileen is a Certified Financial Planner™ and has a proven track record of providing clients with financial advice and guidance. She specializes in providing financial planning services to individuals, high-net-worth individuals, and pension plans. Eileen is committed to helping her 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.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
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2
IL
09/29/2016 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
NY
08/27/2013 - 03/07/2016
MORGAN STANLEY (NEW YORK NY)
NY
06/29/2009 - 09/26/2011
TD SECURITIES (USA) LLC (NEW YORK NY)
NY
03/15/2000 - 05/28/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NJ
08/26/1998 - 11/30/1999
G.X. CLARKE & CO. (JERSEY CITY NJ)
BOTH
Issued 10/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/16/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/31/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/20/2005
Series 3 - National Commodity Futures Examination
BC
Issued 03/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1998
Series 72 - Government Securities Representative Examination
Active
Inactive
F
FINRA
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