GV
Gergana Vasileva
JOURNEY FINANCIAL GROUP
Buffalo Grove, IL 60089
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CRD#: 6254211
GV
Professional summary
Gergana Vasileva is a registered financial advisor currently at JOURNEY FINANCIAL GROUP, INC. located in Buffalo Grove, Illinois.
Gergana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Gergana has worked at 2 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) NOTARY PUBLIC; POSITION: Notary Public NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/08/2018; ADDRESS: 1110 W Lake Cook Rd, Unit 268B, Buffalo Grove IL 60089, United States; DESCRIPTION: Provide Notary Public services to existing clients in the firm at no charge. 2) JOURNEY FINANCIAL GROUP INC POSITION: Investment Advisor Representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 96 SECURITIES TRADING HOURS: 96 START DATE: 05/19/2016 ADDRESS: 1110 W Lake Cook Rd, Suite 265B, Buffalo Grove IL 60089, United States DESCRIPTION: Assistance to financial advisor
CRS (Client Relationship Summary) - RIA
Click below to view Gergana Vasileva's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 7, 2016 - Present
JOURNEY FINANCIAL GROUP, INC.
Office #1: 1110 W. Lake Cook Road Suite 265b, Buffalo Grove, IL 60089RIA
CRD#: 123565
Buffalo Grove, IL
Past
December 23, 2013 - October 2, 2024
OSAIC WEALTH, INC.
BD
CRD#: 23131
BUFFALO GROVE, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JF
JOURNEY FINANCIAL GROUP, INC.
JOURNEY FINANCIAL GROUP, INC.
CRD#: 123565 / SEC#: 801-79263
RIA
Registered Investment Advisory firm - (2/26/2014 Approved)Illinois
Registered Investment Advisory firm - (2/26/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(3/7/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
JF
JOURNEY FINANCIAL GROUP, INC.
JOURNEY FINANCIAL GROUP, INC.
CRD#: 123565 / SEC#: 801-79263
RIA
Registered Investment Advisory firm - (2/26/2014 Approved)Illinois
Registered Investment Advisory firm - (2/26/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1110 W. Lake Cook Road Suite 265b, Buffalo Grove, IL 60089
Mailing Address
Phone number
(847) 229-9191
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 823 |
| AUM (Assets Under Management) | $ 276,837,194 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
