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 advisor with Wells Fargo Advisors Financial Network, LLC. Robert has been in the financial industry since August 2015. Robert has a Series 7, Series 66, and a SIE license. Robert is registered in 28 states and specializes in financial planning, portfolio management for businesses and individuals, and investment consulting services to institutional clients. Robert was previously registered with WELLS FARGO CLEARING SERVICES, LLC, CITIZENS SECURITIES, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
03/03/2023 - Present
Wells Fargo Advisors Financial Network, LLC (DOYLESTOWN PA)
PA
12/05/2017 - 03/03/2023
WELLS FARGO CLEARING SERVICES, LLC (DOYLESTOWN PA)
PA
06/29/2017 - 11/03/2017
CITIZENS SECURITIES, INC. (Fort Washington PA)
PA
09/10/2015 - 01/24/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYNE PA)
PA
01/17/2015 - 08/28/2015
WADDELL & REED (YARDLEY PA)
BOTH
Issued 02/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Sullivan is the right advisor for you? Invested Better is here to help.
