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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary jane? Claim Your ProfileMary jane Sullivan, a Certified Financial Planner™, is a registered Investment Advisor Representative at Sullivan Financial, LLC, based in Essex, CT. Mary jane specializes in providing financial planning, portfolio management, and financial consulting services to individuals, businesses, and charitable organizations. Mary jane has been in the financial services industry since 2008, and has a proven track record of success in helping clients achieve their financial goals. Mary jane is committed to providing personalized, high-quality financial advice to each of her clients.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
04/28/2021 - Present
Sullivan Financial, LLC (ESSEX CT)
IA
Issued 09/26/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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