Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helen? Claim Your ProfileHelen Lee is a registered investment advisor with State Farm VP Management Corp. Helen has been in the industry since May 7, 2004. Helen has a Series 6, Series 63 and SIE license. She is registered to provide investment advice in California and Nevada. Helen was previously employed with FARMERS FINANCIAL SOLUTIONS, LLC in Los Angeles, CA.
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.
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.
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2
CA
07/18/2008 - Present
State Farm VP Management Corp. (CULVER CITY CA)
CA
10/21/2002 - 12/31/2006
FARMERS FINANCIAL SOLUTIONS, LLC (LOS ANGELES CA)
BC
Issued 11/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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