Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helen? Claim Your ProfileHelen Dritakis is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Helen has over 20 years of experience in the financial services industry. Helen is licensed to provide financial advice in 41 states, and is active in both the Broker/Dealer and Investment Advisor sectors. Helen previously worked for Morgan Stanley, Raymond James & Associates, Inc., Fifth Third Securities, Inc., and Morgan Stanley Smith Barney. Helen has experience working with clients from a variety of backgrounds, including individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
02/24/2021 - Present
Wells Fargo Clearing Services, LLC (DEERFIELD IL)
IL
03/12/2020 - 01/07/2021
MORGAN STANLEY (GLENVIEW IL)
IL
09/08/2015 - 03/11/2020
WELLS FARGO CLEARING SERVICES, LLC (LAKE FOREST IL)
IL
11/14/2013 - 04/01/2015
RAYMOND JAMES & ASSOCIATES, INC. (WINNETKA IL)
IL
12/06/2010 - 06/21/2013
FIFTH THIRD SECURITIES, INC. (MOUNT PROSPECT IL)
IL
12/10/2009 - 11/18/2010
MORGAN STANLEY SMITH BARNEY (BARRINGTON IL)
FL
11/16/1999 - 06/02/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MN
10/18/1995 - 11/21/1997
TCF SECURITIES, INC. (MINNEAPOLIS MN)
MA
11/10/1994 - 01/18/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/10/1994 - 01/18/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 02/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 12/09/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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