Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lee Bulvin is a financial professional with over 30 years of experience in the industry. Jeffrey is currently registered with Mml Investors Services, LLC in Georgia and Texas. Jeffrey is a seasoned financial professional with experience in various aspects of the financial services industry, including investment advisory and brokerage services. Jeffrey is passionate about helping individuals and families achieve their financial goals and has a proven track record of success in this field.
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.
Asset allocation programs
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.
Solicitors fees
1
2
GA
05/05/2017 - Present
MML Investors Services, LLC (Peachtree Corners GA)
GA
10/22/2012 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
04/01/2008 - 01/02/2015
NEW ENGLAND SECURITIES (ATLANTA GA)
GA
10/09/2000 - 03/19/2008
AXA ADVISORS, LLC (ATLANTA GA)
NY
02/21/1992 - 10/06/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
02/21/1992 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 6/7/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/12/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/21/1999
Series 24 - General Securities Principal Examination
BC
Issued 12/21/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/9/1999
Series 7 - General Securities Representative Examination
BC
Issued 2/19/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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