Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Bullis is a financial professional with over 10 years of experience in the industry. Rachel is currently registered with J.p. Morgan Securities LLC. Previously, Rachel held positions at Mercer Allied Company, L.P., Goldman Sachs & Co. LLC, and Sanford C. Bernstein & Co., LLC. Rachel is a licensed investment advisor representative and holds several industry certifications, including Series 3, 7, 9, 10, 63, 66, 86, and 87. Rachel is a highly experienced financial professional with a broad range of expertise in financial planning, portfolio management, and investment advice. Rachel has a strong commitment to helping clients achieve their financial goals and is dedicated to providing personalized, comprehensive financial solutions.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
11/09/2018 - Present
J.p. Morgan Securities LLC (New York NY)
NY
10/31/2017 - 11/08/2018
MERCER ALLIED COMPANY, L.P. (NEW YORK NY)
NY
08/15/2011 - 11/01/2017
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
NY
10/18/2006 - 05/06/2009
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
BOTH
Issued 09/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/29/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2011
Series 3 - National Commodity Futures Examination
BC
Issued 08/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/26/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/05/2007
Series 86 - Research Analyst Exam - Part I Analysis Module
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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