Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex William Helms is a financial advisor who has been in the industry since September 14, 2016. Alex is currently registered with IHT Wealth Management LLC and is licensed in Illinois. Alex has previously worked with Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, Northwestern Mutual Investment Services, LLC, and Fidelity Brokerage Services LLC. Alex holds a Series 7, Series 63, and Series 66 licenses.
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.
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.
Financial planning fees
1
2
IL
02/12/2021 - Present
IHT Wealth Management LLC (CHICAGO IL)
IL
07/09/2019 - 11/10/2020
WELLS FARGO CLEARING SERVICES, LLC (OAK BROOK IL)
IL
05/13/2019 - 06/26/2019
J.P. MORGAN SECURITIES LLC (WILMETTE IL)
IL
11/14/2018 - 04/22/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Chicago IL)
IL
04/20/2016 - 09/26/2018
FIDELITY BROKERAGE SERVICES LLC (NAPERVILLE IL)
BOTH
Issued 10/05/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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