Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rory? Claim Your ProfileRory Sullivan is a financial advisor with MML Investors Services, LLC, with over 10 years of experience in the industry. Rory is licensed to provide financial advice in Pennsylvania and 15 other states. Rory has a strong track record of providing financial planning and investment advice to individuals and families. Rory is also a registered representative of MML Investors Services, LLC, which means that Rory is able to provide financial advice and sell investment products, such as mutual funds, stocks, and bonds.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
10/28/2019 - Present
MML Investors Services, LLC (BALA CYNWYD PA)
PA
03/17/2015 - 06/29/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHILADELPHIA PA)
IA
Issued 10/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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