Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Sullivan is a financial advisor with Commonwealth Financial Network, a firm with over 3,300 investment advisor representatives. Matthew is a registered representative with the firm and holds Series 6, 7, 26, 63, and 65 licenses. Matthew has been in the industry since 1994 and has experience working with individuals, corporations, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
06/27/2005 - Present
Commonwealth Financial Network (Old Saybrook CT)
MA
10/20/2004 - 06/21/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
09/25/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
08/27/1999 - 09/25/2000
FIS SECURITIES, INC. (BOSTON MA)
MA
08/11/1997 - 08/26/1999
FIS SECURITIES, INC. (BOSTON MA)
IN
07/05/1995 - 01/06/1998
MDS SECURITIES INCORPORATED (CARMEL IN)
MA
09/20/1994 - 06/26/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
09/20/1994 - 06/26/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 08/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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