Unclaimed
John Patrick Sullivan is a financial advisor with over 30 years of experience in the industry. John has a strong background in financial planning, investment management, and insurance. John currently works with Cetera Investment Advisers LLC and is registered with the state of New Jersey. John specializes in financial planning, investment management and estate planning. Previously, John was an advisor at Securian Financial Services, Inc. and WS Griffith Securities, Inc.. John has a strong commitment to providing personalized financial advice and helping 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.
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
NJ
08/10/2023 - Present
Cetera Investment Advisers LLC (PARSIPPANY NJ)
NJ
06/02/2004 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (PARSIPPANY NJ)
CT
07/18/1991 - 06/16/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
07/18/1991 - 10/19/1992
HOME LIFE INSURANCE COMPANY
BC
Issued 11/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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