linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Helen Loomiller Korb

IRC Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Helen? Claim Your Profile

About Helen Loomiller Korb

Helen Korb is a financial professional with over 20 years of experience in the industry. Helen holds several licenses, including Series 4, 7, 24, 63, and 87, and has a strong track record in the financial services industry. Currently, Helen is registered with IRC Securities LLC. Previous employers include MKM Partners LLC, Dahlman Rose & Company, LLC, Gleacher & Company Securities, Inc., Broadpoint Amtech, Inc., and The Robinson-Humphrey Company, LLC. Helen is licensed in Connecticut and Texas.

Firm Information

Helen Korb is currently registered with IRC Securities LLC. IRC Securities LLC is a Limited Liability Company formed in June 2008. The firm is registered in California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Maryland, Massachusetts, New Jersey, New York, Ohio, Oregon, Tennessee, Texas, and Virginia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

35

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Helen Korb’s Registration & Firm History

NY

10/20/2011 - Present

IRC Securities LLC (NEW YORK NY)

CT

06/22/2012 - 05/13/2015

MKM PARTNERS LLC (STAMFORD CT)

NY

02/17/2012 - 07/19/2012

DAHLMAN ROSE & COMPANY, LLC (NEW YORK NY)

NY

06/17/2010 - 10/11/2011

GLEACHER & COMPANY SECURITIES, INC. (NEW YORK NY)

CT

03/05/2003 - 06/25/2010

BROADPOINT AMTECH, INC. (GREENWICH CT)

GA

08/26/1997 - 05/22/2000

THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)

Not sure if Helen Loomiller Korb is right for you?

Licenses & Designations

BC

Issued 12/12/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/27/2014

Series 4 - Registered Options Principal Examination

BC

Issued 05/24/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 03/04/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Helen Loomiller Korb.
Not sure if Helen Loomiller Korb is right for you?