Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helen? Claim Your ProfileHelen Flanagan is a registered representative with Citigroup Global Markets Inc. Helen has been in the securities industry since May 11, 2002. Helen has experience in the securities industry including working with Citigroup Global Markets Inc., CITICORP INVESTMENT SERVICES, LARIMER CAPITAL CORPORATION and SUNAMERICA SECURITIES, INC.. Helen is registered with the state of California and several other states. Helen holds Series 63, Series 7 and SIE licenses. Helen has a background in financial planning and portfolio management. Helen is available to discuss your investment needs and create a customized plan for you.
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.
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.
Asset allocation advice
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.
A percentage of the total value of assets under management is charged.
1
2
CA
05/29/2007 - Present
Citigroup Global Markets Inc. (Hermosa Beach CA)
CA
10/30/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (LOS ANGELES CA)
CO
08/25/2003 - 10/16/2006
LARIMER CAPITAL CORPORATION (DENVER CO)
AZ
06/07/2000 - 10/02/2001
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 03/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Helen Flanagan is the right advisor for you? Invested Better is here to help.
