Robert J. Sullivan, CFP
Sullivan & Serwitz
Financial Planner in Upland, CA
Address:1282 W Arrow Hwy
Upland, CA 91786
About Robert J. Sullivan
Robert Sullivan is a financial professional at Sullivan & Serwitz located in Upland, California. Robert Sullivan holds an industry securities registration subject to FINRA oversight having passed securities examinations including S1, S24, S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Robert Sullivan provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Robert Sullivan1282 W Arrow Hwy
Upland, CA 91786
Phone Number:
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Website:
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