Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Michael Sullivan is an Investment Advisor Representative and Registered Representative working with MML Investors Services, LLC. Sullivan has over 39 years of experience in the securities industry. Patrick Michael Sullivan is licensed in 10 states. Sullivan is also an insurance broker, selling health insurance. Patrick Michael Sullivan offers advisory services including asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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
IL
03/17/2022 - Present
MML Investors Services, LLC (Downers Grove IL)
NA
01/24/1983 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BC
Issued 08/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/21/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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