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Staci Jane Sullivan

TD AMERITRADE, INC.·OMAHA, Nebraska
Unclaimed Profile
200 SOUTH 108TH AVENUE, OMAHA, NE 68154CRD# 2985178Firm CRD# 7870
01

About

Staci Jane Sullivan is a registered financial advisor based in OMAHA, Nebraska, affiliated with TD AMERITRADE, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types
Nonprofits & Foundations
03

Firm Overview

Firm
TD AMERITRADE, INC.
TD AMERITRADE, INC.
AUM
—
Regulatory assets under management
Employees
5840
Total firm employees
View all advisors at TD AMERITRADE, INC. →
Services
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Other: PERCENTAGE OF ADVISORY FEE,PORTION OF ALL INCLUSIVE FEE
Regulatory
SEC/IARD CRD# 2985178
Firm CRD# 7870
14 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Staci Jane Sullivan offer?
Staci Jane Sullivan is a registered financial advisor in OMAHA, Nebraska. Contact their office for details on services offered.
What are Staci Jane Sullivan's credentials?
Staci Jane Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Staci Jane Sullivan located?
Staci Jane Sullivan is based in OMAHA, Nebraska, working with TD AMERITRADE, INC.. Their office serves clients in the OMAHA metropolitan area and surrounding communities.
How does Staci Jane Sullivan charge for services?
Staci Jane Sullivan's firm is compensated through other: percentage of advisory fee,portion of all inclusive fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TD AMERITRADE, INC.?
TD AMERITRADE, INC. has approximately 5840 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Nebraska
LINCOLN (130)NORTH PLATTE (20)LA VISTA (19)LAVISTA (14)GRAND ISLAND (10)
City Guides
LINCOLN GuideNORTH PLATTE GuideLA VISTA GuideLAVISTA GuideGRAND ISLAND Guide
Research
Advisor Fees in NebraskaNational Fee Analysis
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