Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helen? Claim Your ProfileHelen Barton Skinner is a financial professional with over 30 years of experience in the industry. Helen is currently registered with Principal Securities, Inc. in Iowa and Virginia. She is also licensed in Alabama. Her professional experience includes working with various financial firms such as Harbor Financial Services, LLC, NBC Securities, Inc., Morgan Keegan & Company, Inc., Raymond James Financial Services, Inc., and AmSouth Investment Services, Inc. Helen holds the Series 63, SIE, Series 7, and Series 52 licenses. Helen specializes in providing financial planning, pension consulting, and educational seminars, among other services.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
02/11/2008 - Present
Principal Securities, Inc. (DES MOINES IA)
AL
06/14/2006 - 12/04/2007
HARBOR FINANCIAL SERVICES, LLC (BIRMINGHAM AL)
AL
04/17/2002 - 03/08/2004
NBC SECURITIES, INC. (BIRMINGHAM AL)
TN
07/18/2001 - 05/17/2002
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
FL
05/02/2001 - 07/26/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
AL
03/20/1997 - 09/13/1999
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
AL
12/20/1993 - 12/22/1995
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
AL
06/21/1990 - 09/25/1993
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BC
Issued 02/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1988
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Helen Skinner is the right advisor for you? Invested Better is here to help.
