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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linnell? Claim Your ProfileLinnell Sullivan is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Linnell is a veteran advisor with over 30 years of experience in the industry. Linnell has held previous positions at Salomon Smith Barney Inc. and Lehman Brothers Inc. and has a wide range of experience in both broker-dealer and investment advisory roles. Linnell has extensive experience working with individuals, businesses, and institutions. Linnell is licensed to provide investment advice in a number of states, including Ohio and Texas. In addition to providing investment advice, Linnell also provides a number of other services, including performance measurement reports, allocation modeling, IPS, research reports and services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
OH
07/12/2002 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CINCINNATI OH)
NY
07/31/1993 - 07/19/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
06/03/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 05/22/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/15/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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