Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kingsley? Claim Your ProfileKingsley Sullivan is a financial advisor with over 20 years of experience in the industry. Kingsley is currently registered with Fidelity Personal and Workplace Advisors and is licensed in 52 states as well as the District of Columbia. Prior to their current position, Kingsley has worked for a number of other firms including Fidelity Investments Institutional Services Company, Inc., TD Ameritrade, Inc., and H&R Block Financial Advisors, Inc. Kingsley is also a panelist for Top 100 Golf Courses for Golf Digest. Kingsley has a strong background in investments and financial planning. Kingsley's areas of expertise include portfolio management for individuals and businesses, as well as financial planning.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
UT
11/29/2006 - 10/01/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
UT
08/04/2006 - 10/04/2006
TD AMERITRADE, INC. (SALT LAKE CITY UT)
UT
03/08/2005 - 07/07/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (SALT LAKE CITY UT)
RI
03/05/2004 - 10/19/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
07/03/2000 - 03/05/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 3/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/31/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 6/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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