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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aj? Claim Your ProfileAj Helgerson is a financial advisor with Macquarie Investment Management Business Trust. Aj has been in the industry since 2005. Aj has passed the Series 66, Series 7 and SIE exams. Aj has held registrations in multiple states including Minnesota, North Dakota, Pennsylvania, South Dakota and Wisconsin. Aj has experience working with a variety of clients, including individuals, businesses, investment companies and pooled investment vehicles. Aj's specializations include investment advisory services, selection of other advisers and portfolio management.
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.
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.
Strategic management for diversified investment portfolios.
Structured product/securitization advice/transition management
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
09/08/2023 - Present
MacQuarie Investment Management Business Trust (PHILADELPHIA PA)
PA
10/06/2022 - 01/19/2023
HARTFORD FUNDS DISTRIBUTORS, LLC (WAYNE PA)
PA
07/22/2014 - 10/06/2022
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
CO
01/04/2011 - 07/18/2014
ADVISORS ASSET MANAGEMENT, INC. (MONUMENT CO)
NY
12/15/2009 - 01/10/2011
GOLDMAN, SACHS & CO. (NEW YORK NY)
MN
01/02/2009 - 12/03/2009
RIVERSOURCE FUND DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
03/26/2007 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
03/23/2005 - 02/12/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MINNEAPOLIS MN)
BOTH
Issued 06/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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