Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garry? Claim Your ProfileGarry Clemons Helyer has been in the financial services industry since 1975. Garry is currently registered with Osaic Institutions, Inc., a firm based in Meriden, CT. Garry has also previously worked with HARVEST CAPITAL LLC, SECURITIES SERVICE NETWORK, INC., SECURITIES AMERICA, INC., HORNOR, TOWNSEND & KENT, INC., MONARCH SECURITIES, INC. and PHOENIX EQUITY PLANNING CORPORATION. Garry holds a Series 63 license and has earned the Chartered Financial Consultant designation. Garry focuses on financial planning, educational seminars and selection of other advisors.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
1
2
CT
11/20/2013 - Present
Osaic Institutions, Inc. (MERIDEN CT)
CT
03/28/2001 - 11/20/2013
HARVEST CAPITAL LLC (WETHERSFIELD CT)
TN
12/16/1999 - 03/28/2001
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
NE
07/30/1999 - 12/17/1999
SECURITIES AMERICA, INC. (LAVISTA NE)
PA
02/05/1992 - 09/09/1999
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NA
04/21/1987 - 01/31/1992
MONARCH SECURITIES, INC.
NA
05/28/1979 - 03/30/1987
PHOENIX EQUITY PLANNING CORPORATION
NA
05/13/1975 - 10/14/1979
NML EQUITY SERVICES, INC.
BC
Issued 04/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/1996
Series 24 - General Securities Principal Examination
BC
Issued 11/28/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/08/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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