Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hela? Claim Your ProfileHela Naara Fryar is a financial advisor with over 17 years of experience in the industry. Hela has a proven track record of providing financial guidance and investment management services to a diverse clientele. Hela's career began at Wachovia Securities, LLC where she worked for over a year. She then joined Bank of America Investment Services, Inc. in 2007, where she continued to develop her expertise in the financial industry. She has held positions with several notable firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and CUSO Financial Services, L.P. Hela currently works with Ameriprise Financial Services, LLC, a firm with a strong reputation in the financial services sector. Hela specializes in various areas including investment management, financial planning, and asset allocation services. Hela is committed to providing comprehensive and personalized financial solutions to meet the individual needs of her clients.
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.
Asset allocation services
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
MN
03/24/2021 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
TX
08/28/2019 - 03/15/2021
CUSO FINANCIAL SERVICES, L.P. (Houston TX)
TX
10/23/2009 - 10/19/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
03/21/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (HOUSTON TX)
TX
01/27/2006 - 02/28/2007
COMPASS BROKERAGE, INC. (HOUSTON TX)
MO
06/14/2005 - 08/19/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MA
11/05/2001 - 12/07/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 08/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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