Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helen? Claim Your ProfileHelen Love is an investment advisor representative at Raymond James Financial Services Advisors, Inc. in Grand Junction, CO. Helen has been in the financial industry for over 30 years, working previously at Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. She is registered as a broker-dealer and an investment advisor in 51 states and holds Series 7, 31, and 66 licenses. Helen is passionate about helping her clients reach their financial goals. She specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Helen is also a board member of Colorado West Land Trust, a nonprofit organization that focuses on land conservation and stewardship.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
08/01/2024 - Present
Raymond James Financial Services Advisors, Inc. (Grand Junction CO)
CO
01/01/2008 - 08/12/2024
WELLS FARGO CLEARING SERVICES, LLC (GRAND JUNCTION CO)
CO
07/11/1991 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GRAND JUNCTION CO)
BOTH
Issued 5/4/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/27/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 7/9/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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