Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aileen? Claim Your ProfileAileen Heelon is a financial advisor who has been working in the financial industry since 2018. Aileen has a combined state law license, as well as Series 7, 9, 10, and SIE licenses. Aileen's current firm is National Financial Services LLC. Before joining National Financial Services LLC, Aileen was with Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
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RI
11/25/2022 - Present
National Financial Services LLC (SMITHFIELD RI)
RI
08/13/2018 - 10/11/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
BOTH
Issued 10/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/08/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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