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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 registered with Cetera Investment Advisers LLC. Elizabeth has been in the financial industry since 1988 and has a long history of advising individuals, corporations, and charitable organizations. Elizabeth holds licenses in 38 states and is also registered as an Investment Advisor Representative in Texas and Virginia. Elizabeth is a Certified Financial Planner and offers a wide range of services, including financial planning, portfolio management, and pension consulting. Elizabeth has a strong track record of success and is committed to helping 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.
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 10/03/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/10/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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