Unclaimed
John Joseph Sulick is a financial professional with over 40 years of experience in the financial services industry. John has a strong background in investment advisory, financial planning, and insurance. John is currently registered with Vicus Capital, Inc. and is licensed in multiple states. John offers a variety of services to individual and institutional clients, including financial planning, investment management, and insurance products. John is committed to providing personalized financial advice and helping his clients achieve their financial goals.
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.
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
PA
04/28/2004 - Present
Vicus Capital, Inc. (BELLEFONTE PA)
PA
09/19/2001 - 09/03/2013
WALNUT STREET SECURITIES, INC. (STATE COLLEGE PA)
NY
05/03/1999 - 07/05/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
07/14/1988 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
08/16/1977 - 06/02/1988
PML SECURITIES COMPANY
BC
Issued 08/06/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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