Unclaimed
Ioana Viorica Sullivan is a financial professional who has been in the industry since 2007. Ioana is currently registered with Jackson National Life Distributors LLC. Ioana holds a Series 6 and Series 63 license and has passed the SIE exam. Ioana was previously registered with WELLS FARGO ADVISORS, LLC in Colorado.
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.
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.
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2
TN
09/07/2011 - Present
Jackson National Life Distributors LLC (FRANKLIN TN)
CO
06/26/2007 - 08/23/2011
WELLS FARGO ADVISORS, LLC (ENGLEWOOD CO)
BC
Issued 07/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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