Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Sullivan is a financial professional with over 30 years of experience in the industry. Mark Sullivan currently works for Osaic Wealth, Inc. located in Portsmouth, NH. Mark Sullivan has previously worked at Woodbury Financial Services, Inc., Bancnorth Investment Group, Inc., Primevest Financial Services, Inc., IFMG Securities, Inc., Citizens Financial Services Inc., The Dreyfus Service Corporation, Commonwealth Equity Services, Inc., and First Investors Corporation. Mark Sullivan holds several licenses including the Series 6, 7, 24, 26, 63, and 65 licenses.
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.
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NH
01/19/2024 - Present
Osaic Wealth, Inc. (PORTSMOUTH NH)
NH
07/17/2006 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (PORTSMOUTH NH)
NH
01/01/2005 - 06/08/2006
BANCNORTH INVESTMENT GROUP, INC. (HAMPTON NH)
MN
03/08/2004 - 01/01/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
NY
06/30/2000 - 04/11/2002
IFMG SECURITIES, INC. (PURCHASE NY)
RI
11/11/1998 - 06/15/2000
CITIZENS FINANCIAL SERVICES INC. (JOHNSTON RI)
NY
03/08/1994 - 08/14/1998
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
MA
05/02/1991 - 02/10/1994
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
NJ
10/26/1983 - 05/03/1991
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 05/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/18/1984
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/25/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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