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 an investment advisor representative with Capital Analysts. Timothy is licensed to provide investment advice in several states including Connecticut, Florida, Massachusetts, New Hampshire, and Rhode Island. Timothy has over 20 years of experience in the financial services industry. Timothy holds licenses to provide investment advice to individuals, corporations, and other entities. Timothy is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
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.
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
MA
11/09/2020 - Present
Capital Analysts (Waltham MA)
MA
04/09/2007 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WALTHAM MA)
MA
09/12/2005 - 03/26/2007
COUNTRYWIDE INVESTMENT SERVICES, INC. (FRAMINGHAM MA)
RI
01/06/2004 - 09/29/2005
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
NY
06/04/2002 - 08/19/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
02/07/2000 - 05/07/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 05/08/2007
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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