Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sullivan? Claim Your ProfileSullivan Conway is a financial advisor registered with Raymond James Financial Services Advisors, Inc. based in Pittsburgh, Pennsylvania. Sullivan has been in the industry since 2019 and has a diverse background in financial services. Sullivan is registered with the state of Pennsylvania as both a broker and an investment advisor. They are also registered in Massachusetts, New Jersey and Virginia. Sullivan is a dedicated professional committed to providing exceptional financial guidance to clients.
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.
Hourly & fixed rate 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.
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.
Per participant (erisa)
1
2
PA
08/19/2020 - Present
Raymond James Financial Services Advisors, Inc. (PITTSBURGH PA)
BOTH
Issued 08/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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