Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Sullivan is a financial advisor who has been active in the industry since 1991. She is currently registered with MML Investors Services, LLC in Manchester, NH and holds licenses for Series 6 and Series 63, as well as the SIE exam. Her areas of expertise include financial planning, asset allocation, and portfolio management for both individuals and businesses. Nancy has experience working with clients ranging from high-net-worth individuals to corporations and charitable organizations. In addition to her work with MML Investors Services, LLC, Nancy also has experience working with MassMutual Life Insurance Co and Metropolitan Life Insurance Company.
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
NH
03/25/2017 - Present
MML Investors Services, LLC (MANCHESTER NH)
NH
07/18/1991 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MANCHESTER NH)
NH
07/18/1991 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MANCHESTER NH)
BC
Issued 07/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Nancy Sullivan is the right advisor for you? Invested Better is here to help.
