Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Sullivan is a financial advisor with Fidelity Personal And Workplace Advisors. Peter has been working in the financial industry since 2007 and has a strong background in financial planning, portfolio management, and securities. Peter is registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority. Fidelity Personal And Workplace Advisors is a large financial advisory firm with a wide range of services, including financial planning, investment management, and retirement planning. Peter and the firm are committed to providing their clients with personalized advice and services to help them achieve their financial goals.
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.
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.
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.
1
2
FL
09/03/2020 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
04/07/2009 - 06/10/2019
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
NC
01/22/2009 - 03/17/2009
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
FL
03/26/2007 - 01/13/2009
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 04/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Peter Sullivan is the right advisor for you? Invested Better is here to help.
