Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lawrence Sullivan is a registered investment advisor representative with Procyon Advisors, LLC. Mark has been in the securities industry since 1994 and has experience in both the financial services and insurance sectors. Mark holds licenses in Connecticut and Pennsylvania, and has passed the Series 63 and 65 exams. Mark specializes in financial planning, portfolio management, and selection of other advisers. Mark is a consultant for Fritch, Inc., an HVAC contractor, and provides advice on financing options.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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CT
01/30/2025 - Present
Procyon Advisors, LLC (SHELTON CT)
Active
Inactive
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