Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Marie Sullivan is a registered investment advisor representative with Cadaret, Grant & CO., Inc. Jessica has been in the industry since 2009 and holds Series 6, 26, and 63 licenses. She has experience in a variety of areas, including financial planning, pension consulting, and portfolio management. She is registered with the state of New York, Connecticut, New Hampshire, North Carolina, Pennsylvania, and Virginia. Jessica also works as an insurance agent with Cadaret, Grant Agency in Syracuse, NY.
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.
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2
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (Arcade NY)
BC
Issued 03/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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