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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary ann? Claim Your ProfileMary ann Sullivan is an Investment Advisor Representative with South Bay Financial Partners. Mary ann has been in the financial services industry since 2002. She has a Series 65 license and specializes in portfolio management for individuals and pooled investment vehicles. Mary ann has a strong focus on tax planning and prepping. South Bay Financial Partners is headquartered in Torrance, CA. The firm provides advisory services to individuals, high-net-worth individuals, charitable organizations, and pooled investment vehicles.
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.
Personalized portfolio management to meet individual financial objectives.
Tax planning and prepping
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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CA
10/13/2023 - Present
South BAY Financial Partners (Mammoth Lakes CA)
IA
Issued 09/06/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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