Unclaimed
Sullivan Connors is a financial advisor associated with Equitable Advisors, LLC. Sullivan has been in the financial services industry since 2024. Sullivan holds FINRA Series 63, Series 6TO and SIE licenses and is registered with the state of Pennsylvania. Sullivan is currently offering financial planning, pension consulting, and educational seminars through Equitable Advisors, LLC.
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
PA
02/10/2025 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
BC
Issued 07/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/12/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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