Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fredy? Claim Your ProfileFredy Bulla is a financial advisor with over 15 years of experience in the industry. Currently registered with Raymond James & Associates, Inc. in Coral Gables, Florida, Fredy has held previous roles with Morgan Stanley, J.P. Morgan Securities LLC, Chase Investment Services Corp. and UBS Financial Services Inc.. Fredy is a Series 66, Series 7, and SIE licensed advisor. Fredy specializes in a range of areas including investment management for individuals and businesses, financial planning, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
12/10/2021 - Present
Raymond James & Associates, Inc. (CORAL GABLES FL)
FL
11/03/2014 - 12/22/2021
MORGAN STANLEY (Aventura FL)
FL
10/01/2012 - 10/29/2014
J.P. MORGAN SECURITIES LLC (MIAMI FL)
FL
11/03/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (AVENTURA FL)
FL
01/07/2008 - 01/20/2009
UBS FINANCIAL SERVICES INC. (AVENTURA FL)
BOTH
Issued 01/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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