Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leann? Claim Your ProfileLeann Sullivan is an investment advisor representative at TFC Financial Management Inc. in Boston, MA. Leann has been in the financial industry since 1993 and has experience working with both high-net-worth individuals and corporations. Leann's firm offers a variety of advisory services, including financial planning, selection of other advisors, and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Administrative,consulting, monitoring
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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MA
05/28/2004 - Present
TFC Financial Management Inc. (BOSTON MA)
MD
07/19/2000 - 12/07/2001
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
11/19/1993 - 05/25/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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