Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacques? Claim Your ProfileJacques Bolivar is a financial advisor with over 23 years of experience in the financial services industry. Jacques is a Certified Financial Planner™ professional and is currently registered with LPL Financial LLC and Pharaoh Financial Group, Inc. Jacques's areas of expertise include financial planning, portfolio management, and insurance.
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.
Consulting and other non-discretionary advisory services
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.
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CA
01/22/2015 - Present
LPL Financial LLC (PACIFIC GROVE CA)
CA
12/03/2008 - 09/08/2009
ASSOCIATED SECURITIES CORP. (BERKELEY CA)
CA
05/31/2002 - 12/04/2008
FSC SECURITIES CORPORATION (BERKELEY CA)
CA
02/20/2001 - 05/29/2002
ROBERT VAN SECURITIES, INC. (OAKLAND CA)
DE
03/10/1999 - 02/15/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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