Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helen? Claim Your ProfileHelen Fokianos is a financial advisor who has been working in the industry since 1994. Helen is currently registered with Janney Montgomery Scott LLC and has been with them since 2018. Before that, Helen worked at Morgan Stanley, BB&T Securities, LLC, Ameriprise Financial Services, Inc., Neuberger Berman LLC, UBS Financial Services Inc., Vanguard Capital, and New Times Securities Services, Inc. Helen is licensed to provide financial advice in 45 states and holds Series 7, Series 6 and SIE licenses.
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.
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.
Fee plus commission
1
2
NY
10/18/2018 - Present
Janney Montgomery Scott LLC (Hauppauge NY)
NY
07/12/2018 - 10/15/2018
MORGAN STANLEY (RIVERHEAD NY)
VA
07/31/2017 - 05/10/2018
BB&T SECURITIES, LLC (MCLEAN VA)
VA
04/30/2012 - 08/04/2017
MORGAN STANLEY (MCLEAN VA)
NY
04/07/2010 - 01/12/2012
AMERIPRISE FINANCIAL SERVICES, INC. (MELVILLE NY)
NY
07/23/2007 - 03/23/2010
NEUBERGER BERMAN LLC (NEW YORK NY)
NY
05/22/2000 - 07/25/2007
UBS FINANCIAL SERVICES INC. (MELVILLE NY)
CA
10/07/1998 - 05/23/2000
VANGUARD CAPITAL (DEL MAR CA)
NY
06/24/1998 - 10/05/1998
NEW TIMES SECURITIES SERVICES, INC. (MELVILLE NY)
NY
09/17/1996 - 02/05/1998
NEW TIMES SECURITIES SERVICES, INC. (MELVILLE NY)
NJ
08/11/1995 - 09/13/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/26/1993 - 09/29/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
06/09/1993 - 10/18/1993
CADRE SECURITIES, INC.
BC
Issued 02/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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