William Sullivan graduated Cum Laude from Temple University’s Fox School of Business and Management with a Bachelor of Business Administration. Prior to joining EFFPA in the spring of 2017, he was a Financial Advisor with PNC Investments.
Bill has successfully passed securities registration examinations for the Series 7 and 66. To maintain these registrations, he completes FINRA continuing education courses every three years and Royal Alliance’s continuing education courses annually. He also holds his Life, Accident, and Health Insurance license.
Bill’s character exemplifies the traits that are a part of EFFPA’s higher standards… integrity, courtesy, and the desire to do what is in the client’s best interest at all times. His experience in the financial services industry, expertise in working with 401k plans, and ability to trade securities enhances the services we offer.