Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Eugenia Sullivan is a financial advisor at Cetera Investment Advisers LLC. Elizabeth has been a registered financial advisor for over 35 years, with experience in the financial services industry since 1988. Elizabeth is registered in 38 states and 2 districts, and Elizabeth has a range of designations and licenses, including Series 7, Series 63, Series 24, Series 51, and Series 65. Elizabeth specializes in financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. Elizabeth is currently affiliated with Cetera Investment Advisers LLC, a firm with over 16,000 clients and over $100 billion in assets under management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
VA
03/21/2024 - Present
Cetera Investment Advisers LLC (FAIRFAX VA)
GA
04/24/1992 - 01/02/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
11/23/1988 - 05/22/1992
DERAND/PENNINGTON/BASS, INC.
IA
Issued 10/3/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/5/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/1/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 8/10/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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