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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 Richard Sullivan is a financial advisor with Kaufman Rossin Wealth, LLC. John Richard Sullivan is a Certified Financial Planner and Chartered Financial Consultant, with experience in the financial industry. John Richard Sullivan is registered with the Securities and Exchange Commission (SEC) and holds a Series 66 license. John Richard Sullivan works with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations. John Richard Sullivan offers financial planning, portfolio management, educational seminars, selection of other advisors, and publication of periodicals.
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.
A percentage of the total value of assets under management is charged.
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FL
09/19/2024 - Present
Kaufman Rossin Wealth, LLC (Boca Raton FL)
Active
Inactive
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