Unclaimed
John Sullivan is a financial advisor with over 20 years of experience in the financial services industry. John is currently registered with Lincoln Financial Distributors, Inc. and has been a registered representative since 2005. John is Series 6 and 63 licensed, and holds the Securities Industry Essentials (SIE) exam. John is also registered with the state of Illinois. Prior to joining Lincoln Financial Distributors, Inc., John was registered with Scudder Distributors, Inc., and Planco Financial Services, Inc. John's professional experience has included working with a variety of clients on their financial needs and 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.
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.
1
2
PA
07/18/2005 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
IL
05/06/2003 - 07/06/2005
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
CT
10/20/1998 - 03/17/2003
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
BC
Issued 10/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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