Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Anthony Sullivan is a registered investment advisor representative with Unique Wealth, LLC, a firm based in Clearwater, Florida. Paul has been in the industry since June 2023, and holds the Series 65 license. Paul previously worked as an insurance agent for LEE, NOLAN & KOROGHLIAN LLC, A MASSMUTUAL AGENCY in Saddle Brook, New Jersey. Unique Wealth, LLC is a firm that primarily works with high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. The firm provides financial planning and portfolio management services to its clients.
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.
Personalized portfolio management to meet individual financial objectives.
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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FL
12/10/2024 - Present
Unique Wealth, LLC (CLEARWATER FL)
Active
Inactive
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