Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sullivan is a financial professional with over 25 years of experience in the financial services industry. Michael is currently registered with MML Investors Services, LLC in Pennsylvania and is also registered in New Jersey and Ohio. Michael is a Series 6 and Series 63 licensed representative and holds the SIE exam certification. Prior to joining MML Investors Services, LLC, Michael worked at M&T Securities, Inc., Liberty Securities Corporation and First Union Brokerage Services, Inc. Michael offers various services including financial planning, pension consulting, educational seminars and asset allocation programs.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
03/09/2016 - Present
MML Investors Services, LLC (HORSHAM PA)
PA
05/07/2002 - 06/11/2015
M&T SECURITIES, INC. (HORSHAM PA)
NY
04/27/2000 - 10/19/2001
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NC
10/11/1995 - 01/01/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 10/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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