Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Sullivan is a financial professional with over 20 years of experience in the industry. Robert is currently registered with Centaurus Financial, Inc., and has been with the firm since June 2011. Robert offers a range of services including financial planning, portfolio management, and educational seminars. Robert has held previous roles with GWN Securities Inc. and Walnut Street Securities, Inc. Robert is licensed in Delaware, Georgia, Iowa, Maryland, Pennsylvania, South Carolina, and Washington.
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.
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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2
MD
08/24/2011 - Present
Centaurus Financial, Inc. (CHESTER MD)
MD
09/29/2006 - 06/17/2011
GWN SECURITIES INC. (EASTON MD)
MD
08/01/2003 - 10/16/2006
WALNUT STREET SECURITIES, INC. (EASTON MD)
NY
06/28/2002 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
CT
09/24/1997 - 07/01/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MD
09/04/1997 - 09/30/1997
INTERNATIONAL MONEY MANAGEMENT GROUP, INC. (GRASONVILLE MD)
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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