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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Bulava is an Investment Advisor Representative (IAR) at Arbor Point Advisors. Jacqueline is a registered representative in Illinois. Jacqueline joined Arbor Point Advisors in 2019. Prior to Arbor Point Advisors, Jacqueline was an IAR at Securities America, Inc. and Cetera Advisor Networks LLC. Jacqueline holds the Series 66, Series 7 and SIE securities licenses. Jacqueline is a partner in Pillar Financial Advisors, LLC. Jacqueline also works as an independent insurance agent and provides administrative support for her husband's real estate business.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
08/02/2019 - Present
Arbor Point Advisors (OAK PARK IL)
IL
08/02/2019 - 06/14/2024
SECURITIES AMERICA, INC. (OAK BROOK IL)
IL
05/10/2018 - 12/31/2018
CETERA ADVISOR NETWORKS LLC (OAK PARK IL)
BOTH
Issued 10/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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