Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Michael Sullivan is an Ameriprise Financial Services, LLC investment advisor representative and has been in the industry since 1997. William Michael Sullivan is registered with 16 states for securities and 2 states for investment advisory services. William Michael Sullivan holds Series 7, Series 24, Series 63, and Series 65 licenses. William Michael Sullivan is also a board member of Sullivan, a non-investment related company. William Michael Sullivan is affiliated with Ameriprise Financial Services, LLC, a firm that has over 1,409,380 clients and $479 billion in assets under management. The firm's services include financial planning, portfolio management, educational seminars, and pension consulting.
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 services
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.
1
2
NH
05/30/2023 - Present
Ameriprise Financial Services, LLC (New London NH)
MN
10/24/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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