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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Sullivan is a registered investment advisor representative in Maryland. Paul is associated with Archer Investment Corp. and has been working in the financial services industry since 1999. Paul has a Series 63, Series 65 license and holds an Investment Company Products/Variable Contracts Representative Examination. Paul specializes in providing financial advice to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, investment companies, and pension and profit-sharing plans. In addition to Paul's role as an Investment Advisor Representative, Paul owns and operates Sullivan & Company, a CPA firm which provides tax advice, preparation, and financial statements.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
MD
11/05/2009 - Present
Archer Investment Corp. (BETHESDA MD)
MD
12/09/2002 - 02/02/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
GA
04/12/2002 - 12/19/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
09/27/2001 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
GA
12/07/1999 - 08/27/2001
WMA SECURITIES, INC. (DULUTH GA)
MD
09/01/1999 - 12/02/1999
MEDALLION INVESTMENT SERVICES, INC. (SEVERNA PARK MD)
IA
Issued 11/04/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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