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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Sully is an Investment Advisor Representative at Cetera Investment Advisers LLC. Mark has been in the financial industry since 1993. Mark has been with the firm since 2022. Mark also has experience with FIRST ALLIED SECURITIES, INC. and PFS INVESTMENTS INC.. Mark holds Series 6, 7, 26, 63, and 65 licenses. Mark specializes in providing financial planning and investment advisory services to individuals, families, and small businesses. Mark's office is located at 2 Chestnut Hill Road, CHEPACHET, RI 02814.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
RI
11/12/2020 - Present
Cetera Investment Advisers LLC (CHEPACHET RI)
RI
07/07/2005 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (CHEPACHET RI)
GA
09/15/1993 - 07/05/2005
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 02/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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