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 consultant with Florida Financial Advisors, LLC. Jeffrey is registered as an investment advisor representative in Florida and Virginia. Jeffrey also holds a Series 65 license. Jeffrey has experience in Financial planning and provides investment advice to individuals and businesses. Jeffrey also works for Florida Financial Insurance (DBA Tristate Financial Advisors) as a fixed insurance sales representative.
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.
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.
2% of net worth or assets for financial planning clients
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2
VA
12/02/2024 - Present
Florida Financial Advisors, LLC (Vienna VA)
Active
Inactive
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