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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 Sullivan is a financial advisor with over 40 years of experience in the industry. John currently works with Equitable Advisors, LLC and is registered to provide investment advice in 17 states. John is also a registered representative in 18 states. John has a variety of licenses including Series 63, 65, 7, 24, 26, 53, and the SIE. John offers a variety of financial services including financial planning, pension consulting, portfolio management for businesses and individuals, and educational seminars. John has experience working with individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.
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
OK
11/05/2003 - Present
Equitable Advisors, LLC (EDMOND OK)
NY
08/27/1980 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/07/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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