Joyce Lynn Sullivan

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2004 → 10/2018
  Pnc Investments
  Pittsburgh, PA
• 06/2019 → 11/2019
  First National Bank Of Pa
  State College, PA
• 11/2019 → Present
  First National Bank Of Pa
  Monroeville, PA
• 11/2019 → Present
  Cetera Investment Advisors Llc
  Monroeville, PA
• 11/2019 → Present
  Cetera Investment Services
  Saint Cloud, MN
• 11/2018 → Present
  Independent Contractor For Fnb
  State College, PA

Previous Registrations

• 2004-01-01 → 2018-11-01
  Pnc Wealth Management Llc
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
• 2003-06-03 → 2004-01-01
  J.J.B. Hilliard, W.L. Lyons, Llc
  Pittsburgh, PA

Other Businesses

1) FIRST NATIONAL BANK OF PA, DIRECTOR OF SALES AND SERVICE 2) KISKI AREA CROSS COUNRTY BOOSTERS, TREASURER, BANK DEPOSITS AND BILL PAYING, CHECKS REQUIRE DUAL SIGNERS 3) FIXED LIFE INSURANCE SALES OUTSIDE OF CETERA

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-11-25
• S63 Uniform Securities Agent State Law Examination
  1999-01-27

Other Names

• Joyce Lynn Klinecrites
• Joyce Lynn Klinecrites
• Joyce Lynn Kline
• Joyce Lynn Kline
• Joyce Lynn Crites