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 registered representative and investment advisor representative with Vestwell Advisors LLC. Michael holds a Series 66 license and has worked in the financial services industry since 2014. Michael has experience with various firms including American United Life, OneAmerica Securities, K.W. Chambers & Co., USI Securities, Inc., USI Consulting Group, Inc., USI Advisors, Inc., Raymond James Financial Services, Inc., Raymond James Financial Services Advisors, Inc., Concurrent Advisors, Next Retirement Solutions, OneAmerica Retirement Services, Pension And Retirement Services, USI Consulting Group, Oasis Outsourcing d/b/a/ BMR Retirement Group, LLC, Concurrent Investment Advisors LLC, and Vestwell Advisors LLC. Michael focuses on providing retirement planning services to individuals and businesses.
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.
Personalized portfolio management to meet individual financial objectives.
3(38) erisa investment manager
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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NY
01/29/2025 - Present
Vestwell Advisors LLC (NEW YORK NY)
Active
Inactive
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