Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirsten? Claim Your ProfileKirsten Sullivan is a financial professional with LPL Financial LLC. Kirsten has been in the financial industry since January 3, 2018. Kirsten is licensed to conduct securities business in the state of South Carolina. Kirsten has passed the Securities Industry Essentials Examination and the Operations Professional Examination. The advisor holds several specializations, including portfolio management for businesses and individuals, financial planning, educational seminars, and selection of other advisors. Kirsten has experience providing consulting and other non-discretionary advisory services. The advisor is currently registered with the Financial Industry Regulatory Authority (FINRA).
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.
1
2
SC
01/04/2018 - Present
LPL Financial LLC (FORT MILL SC)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
Not sure Kirsten Sullivan is the right advisor for you? Invested Better is here to help.
