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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Patrick Sullivan is a financial advisor with Truist Advisory Services, Inc. John Sullivan is based in Richmond, VA and has been in the industry since October 2002. John Sullivan is registered to provide investment advice in 22 states and has a number of certifications including Certified Financial Planner and Chartered Financial Consultant. John Sullivan was previously employed by MML Investors Services, LLC from October 2002 to January 2015. John Sullivan is licensed with the Series 6, 7, 24, 52TO, 53, and 63 licenses.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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VA
09/21/2016 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
10/08/2002 - 01/15/2015
MML INVESTORS SERVICES, LLC (GLEN ALLEN VA)
BC
Issued 10/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/27/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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