Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helen? Claim Your ProfileHelen O'Hara is a financial advisor with over 30 years of experience in the industry. Helen is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds a variety of licenses and certifications, including Series 7, Series 22, Series 39, and Series 66. Helen also has experience with Patterson-Schwartz Securities, Inc. Helen provides a variety of financial services, including portfolio management, financial planning, pension consulting, and educational seminars. Helen's expertise in a variety of investment products and her commitment to providing personalized service makes her a valuable resource for clients.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
10/03/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (EXTON PA)
NA
09/10/1986 - 10/16/1992
PATTERSON-SCHWARTZ SECURITIES, INC.
BOTH
Issued 02/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/1986
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/13/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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