Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilyn? Claim Your ProfileMarilyn Sullivan is a financial advisor at TD Private Client Wealth LLC, a firm with over $1 billion to $10 billion in assets under management. Marilyn has been in the financial services industry since 2013 and has a strong background in both investment advisory and brokerage services. Marilyn is registered in 22 states, and her primary office is located in Hartford, Connecticut. Marilyn Sullivan is a skilled financial advisor who can help individuals, families, and businesses achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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CT
04/08/2022 - Present
TD Private Client Wealth LLC (HARTFORD CT)
MA
09/15/2017 - 03/15/2022
COMMONWEALTH FINANCIAL NETWORK (NORTH ADAMS MA)
CT
10/08/2014 - 08/01/2016
MORGAN STANLEY (HARTFORD CT)
CT
02/28/2013 - 09/26/2014
TD PRIVATE CLIENT WEALTH LLC (HARTFORD CT)
BOTH
Issued 07/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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