Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aimee? Claim Your ProfileAimee A. Helms is an investment advisor representative at Benjamin F. Edwards & Company, Inc. with over 20 years of experience in the financial services industry. Aimee is registered with the Securities and Exchange Commission and has a Series 7, Series 63 and Series 65 licenses. Aimee specializes in financial planning, portfolio management and educational seminars. Aimee works with individual investors and small business owners. Aimee is committed to helping clients achieve their financial goals.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MO
10/16/2020 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
TN
03/26/2015 - 10/21/2020
WELLS FARGO CLEARING SERVICES, LLC (MORRISTOWN TN)
TN
03/08/2001 - 03/30/2015
J.J.B. HILLIARD, W.L. LYONS, LLC (MORRISTOWN TN)
IA
Issued 03/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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