Zarina SullivanCRD Number: 5715889
Current Firm: Cetera Advisor Networks LLC
Zarina Sullivan (CRD# 5715889) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in El Segundo, CA and has over 12 years of experience in the finance industry. Zarina Sullivan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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|Cetera Advisor Networks LLC||El Segundo, CA||Jul 2016 - Current||5|
|Cetera Investment Services LLC||Saint Cloud, MN||Jul 2016 - Current||5|
|Cetera Advisors LLC||Denver, CO||Jul 2016 - Current||5|
|Zeiders Enterprises||Los Angeles, CA||Mar 2015 - Current||7|
|Not Employed||Los Angeles, CA||Mar 2016 - Jul 2016||< 1|
|The Sterling Group||Pasadena, CA||Apr 2015 - Mar 2016||< 1|
|Lpl Financial, LLC||Pasadena, CA||Mar 2015 - Mar 2016||1|
|Fidelity Investments||Westlake, TX||Sep 2009 - Feb 2015||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2009|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management50,296MILLIONS
Total Number of Accounts174,993ACCOUNTS
Average Account Value$287,416
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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