Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert J. Sullivan is an investment advisor representative at SJ Financial Services, LLC. Robert is registered to provide investment advice in California. Robert has been in the industry since March 1999. Robert is also a CPA at Marcum LLP.
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.
Helps you choose top advisors aligned with your financial goals.
Furnishes investment advice through consultations
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.
Management fees paid from third-party advisers
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CA
01/01/2025 - Present
SJ Financial Services, LLC (NORTHRIDGE CA)
BOTH
Issued 12/15/1999
Series 66 - Uniform Combined State Law Examination
Active
Inactive
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