Peter J. Sullivan JD
Peter is a registered representative of LPL Financial, offering products and services as part of the executive benefit plans at Cuna Mutual Group, a company that specializes in the design, implementation, financing and ongoing administrative support of supplemental executive benefit programs (SERPs) specifically tailored to credit unions. He is located in the eastern region and brings to Cuna Mutual Group his experience in the financial services industry since 1990.
Over the course of Peter’s career, he has helped business owners with the adoption of qualified retirement plans and executive benefits programs. He is life insurance licensed in a number of states and holds FINRA Series 7, 26, 63 and 65 securities registrations with LPL Financial.
A graduate of the South Eastern Massachusetts University, Peter also received a Juris Doctor degree from the Massachusetts School of Law. Peter is also a member of the Massachusetts Bar. Peter is not a practicing attorney.