Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helen? Claim Your ProfileHelen Martha Taormina is a registered representative of Raymond James & Associates, Inc. She has been in the securities industry since June 20, 2016. Helen has earned the Series 7 and Series 66 licenses. She has a branch office location in Chambersburg, PA. Prior to joining Raymond James & Associates, Inc., Helen was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Helen has specializations in investment services for individuals, corporations, and high-net-worth clients. Helen also provides financial planning, pension consulting, and educational seminars.
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.
Please see note in schedule d - miscellaneous
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.
1
2
PA
09/01/2023 - Present
Raymond James & Associates, Inc. (Chambersburg PA)
PA
06/21/2016 - 09/05/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHAMBERSBURG PA)
BOTH
Issued 10/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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