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Kristine Elizabeth Sullivan

IFP Securities, LLC

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About Kristine Elizabeth Sullivan

Kristine Elizabeth Sullivan is a financial advisor who has been in the industry since February 11, 2004. Kristine is currently registered with IFP Securities, LLC and is licensed in New York and Pennsylvania. Kristine has experience working with clients at KEY INVESTMENT SERVICES LLC and MCDONALD INVESTMENTS INC. in Watertown, NY. Kristine holds Series 6, SIE and Series 63 licenses.

Firm Information

Kristine Sullivan is currently registered with IFP Securities, LLC. IFP Securities, LLC is a Limited Liability Company formed in June 2018 and is registered to operate in all 50 U.S. states, the District of Columbia, and the Virgin Islands. They are approved to conduct business as an investment advisor at the federal level.

Not reported

Assets Under Management

Not reported

Total Clients

22

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Kristine Sullivan’s Registration & Firm History

NY

08/11/2021 - Present

IFP Securities, LLC (Watertown NY)

NY

01/18/2006 - 07/20/2021

KEY INVESTMENT SERVICES LLC (WATERTOWN NY)

NY

01/21/2004 - 01/18/2006

MCDONALD INVESTMENTS INC. (WATERTOWN NY)

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Licenses & Designations

BC

Issued 02/24/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kristine Elizabeth Sullivan. Review regulatory record here.
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