Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Lawrence Sullivan is a financial advisor who has been in the industry since April 16, 2003. Kevin is currently registered with Columbia Management Investment Distributors, Inc. and is licensed in Massachusetts. Kevin has experience with Series 6, 7, 26, and 63 exams.
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.
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2
MA
05/01/2010 - Present
Columbia Management Investment Distributors, Inc. (BOSTON MA)
RI
12/05/2006 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (PROVIDENCE RI)
MA
10/17/2002 - 06/05/2006
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BC
Issued 03/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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