Unclaimed
Zarina M. Sullivan is a financial advisor with over 13 years of experience in the industry. Zarina is currently registered with Cetera Investment Advisers LLC in California. Prior to Cetera, Zarina has worked at LPL Financial LLC, Fidelity Brokerage Services LLC, and Fidelity Investments. Zarina has a wide range of experience and expertise in the financial services industry, and is committed to providing her clients with personalized financial advice and guidance.
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (EL SEGUNDO CA)
CA
03/31/2015 - 04/05/2016
LPL FINANCIAL LLC (PASADENA CA)
CA
11/19/2009 - 03/09/2015
FIDELITY BROKERAGE SERVICES LLC (SANTA MONICA CA)
IA
Issued 12/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 8/7/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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