Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Raquel Bulaclac is a financial advisor with over 18 years of experience in the industry. Jerry is currently registered with Independent Financial Partners in both Florida and Texas. Jerry has previously worked with LPL Financial LLC, VALIC Financial Advisors, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Jerry holds Series 66, Series 7 and SIE licenses. Jerry specializes in providing non-discretionary investment advice, financial planning, pension consulting, and educational seminars. Jerry's areas of expertise include working with individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
07/03/2012 - Present
Independent Financial Partners (TAMPA FL)
FL
06/29/2012 - 05/23/2019
LPL FINANCIAL LLC (VALRICO FL)
TX
01/07/2005 - 05/02/2012
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
MN
10/07/2004 - 12/16/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/07/2004 - 12/16/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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