Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helen? Claim Your ProfileHelen Rouzanov is a financial advisor with Charles Schwab & Co., Inc. in Lynnwood, Washington. Helen has been in the financial services industry since 1999 and has a broad range of experience in providing financial advice to clients. Helen has also held positions with Umpqua Investments, Inc., Salomon Smith Barney Inc., and Washington Square Securities, Inc. Helen is registered in 14 states and is a Certified Financial Planner. Helen's focus is on providing financial advice to individuals and families. Helen can help you with a variety of financial planning needs, including retirement planning, college savings, and estate planning.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
WA
08/19/2015 - Present
Charles Schwab & CO., Inc. (Lynnwood WA)
WA
01/06/2014 - 06/24/2014
UMPQUA INVESTMENTS, INC. (SEATTLE WA)
WA
05/25/2000 - 01/16/2014
CHARLES SCHWAB & CO., INC. (LYNNWOOD WA)
NY
12/03/1999 - 05/08/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
CT
08/25/1999 - 12/23/1999
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BOTH
Issued 01/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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