Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Sullivan is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Patrick has been in the financial industry since 2006. Patrick is licensed to conduct business in 43 states. Patrick has obtained his Series 66 and Series 7 licenses and has also achieved the Certified Financial Planner designation. Patrick is a registered investment advisor in New York and Texas. Patrick has experience in providing financial planning and portfolio management for businesses and 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.
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.
Investment consulting services to institutional clients
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.
1
2
NY
06/09/2016 - Present
Wells Fargo Advisors Financial Network, LLC (ROCHESTER NY)
NY
05/14/2008 - 10/07/2008
COHEN & STEERS SECURITIES, LLC (NEW YORK NY)
NY
12/21/2006 - 05/13/2008
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ROCHESTER NY)
BOTH
Issued 01/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Patrick Sullivan is the right advisor for you? Invested Better is here to help.
