Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Sullivan is a financial professional with over 10 years of experience in the financial services industry. Jeffrey is a Series 7, Series 24, and SIE licensed professional. Currently, Jeffrey is registered with The Leaders Group, Inc. Previously, Jeffrey was registered with ALLIANZ LIFE FINANCIAL SERVICES, LLC and QUESTAR CAPITAL CORPORATION.
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
CO
04/07/2021 - Present
THE Leaders Group, Inc. (LITTLETON CO)
MN
04/10/2015 - 08/09/2019
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
MN
06/19/2008 - 04/01/2015
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
BC
Issued 05/19/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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