Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan William Sullivan is a registered representative with LPL Financial LLC and is a financial advisor based in Hamden, CT. He has been in the securities industry since July 4, 2007, and has passed both the Series 6 and Series 7 exams as well as the Series 24 and Series 66 exams. Jordan previously worked at People's Securities, Inc. for over 15 years. Jordan works with individuals, high-net-worth individuals, businesses, corporations, trusts, estates, charitable organizations, and pension and profit-sharing plans. Jordan offers a range of financial services including financial planning, portfolio management, and consulting.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
08/17/2022 - Present
LPL Financial LLC (Hamden CT)
CT
07/04/2007 - 08/17/2022
PEOPLE'S SECURITIES, INC. (Cheshire CT)
BC
Issued 04/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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