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Celena Andrea narez Helm

U.s. Bancorp Investments, Inc.

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About Celena Andrea narez Helm

Celena Andrea narez Helm is a registered representative with U.S. Bancorp Investments, Inc., and has been in the industry since November 23, 2019. Celena holds Series 6, 7TO, 63 and SIE licenses. Celena is currently located in the Santa Rosa branch of U.S. Bancorp Investments, Inc. Previously, Celena worked at WELLS FARGO CLEARING SERVICES, LLC. Celena works with individuals, high net worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.

Firm Information

Celena Helm is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1,networking&shareholder serv,product partner arrangements

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Celena Helm’s Registration & Firm History

CA

07/18/2022 - Present

U.s. Bancorp Investments, Inc. (Santa Rosa CA)

CA

10/31/2017 - 06/23/2020

WELLS FARGO CLEARING SERVICES, LLC (SAN RAFAEL CA)

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Licenses & Designations

BC

Issued 10/05/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/2024

Series 7TO - General Securities Representative Examination

BC

Issued 07/18/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/31/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Celena Andrea narez Helm. Review regulatory record here.
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