Jacqueline Bulava (CRD# 6172232) is an Investment Advisor Representative working at Arbor Point Advisors in Oak Park, IL and has over 5 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Oak Park, IL | Aug 2019 - Current | 4 |
| Arbor Point Advisors | Oak Park, IL | Aug 2019 - Current | 4 |
| Draper & Kramer Mortgage | Oak Park, IL | Apr 2017 - Current | 7 |
| Pillar Financial Advisors, LLC | Oak Park, IL | Jan 2005 - Current | 19 |
| Cetera Advisor Networks | Oak Park, IL | Aug 2017 - Aug 2019 | 2 |
| Cwm, Llc Dba Carson Group Partners | Oak Park, IL | Aug 2017 - Aug 2019 | 2 |
| Perl Mortgage | Oak Park, IL | Jun 2012 - Apr 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- IL
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Total Assets Under Management6,930MILLIONS
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Total Number of Accounts28,010ACCOUNTS
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Average Account Value$247,396
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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