Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Sullivan is a financial advisor with over 39 years of experience in the industry. He is currently registered with Ausdal Financial Partners, Inc. and has previously worked for MML Investors Services, LLC, MONY Securities Corporation, Walnut Street Securities, Inc., and Chubb Securities Corporation. Timothy is a Chartered Financial Consultant and holds Series 7, 24, 52TO, 53, 63, and 65 licenses. Timothy's primary office is located in Geneva, IL. He provides financial planning, portfolio management for individuals and businesses, selection of other advisors, and advice on UMA platforms.
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.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
IL
02/04/2015 - Present
Ausdal Financial Partners, Inc. (GENEVA IL)
IL
06/23/2003 - 02/12/2015
MML INVESTORS SERVICES, LLC (DOWNERS GROVE IL)
NY
08/12/1994 - 06/26/2003
MONY SECURITIES CORPORATION (NEW YORK NY)
CA
08/01/1989 - 05/24/1994
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IN
06/22/1983 - 08/10/1989
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 08/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/27/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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