Unclaimed
Isaac Michael Sullivan is an investment advisor representative with Cetera Investment Advisers LLC, based in Ellensburg, WA. Isaac has been in the financial services industry since 2014 and holds the Series 7, Series 24, and Series 66 licenses. Isaac provides financial planning, portfolio management, and educational seminars to individuals, businesses, and retirement plans. Isaac is also an insurance agent for Fixed Insurance with various companies.
ELLENSBURG, WA
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
WA
06/29/2023 - Present
Cetera Investment Advisers LLC (ELLENSBURG WA)
WA
04/01/2016 - 11/01/2017
GIRARD SECURITIES, INC. (ELLENSBURG WA)
OR
06/24/2014 - 04/04/2016
EDWARD JONES (EUGENE OR)
BOTH
Issued 7/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/23/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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