Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helen? Claim Your ProfileHelen Bueno is a financial advisor with over 44 years of experience in the industry. Helen is currently registered with Janney Montgomery Scott LLC in Miami, Florida. Prior to joining Janney Montgomery Scott LLC, Helen was a financial advisor at Ameriprise Financial Services, LLC and JHS Capital Advisors, LLC. Helen is licensed to provide investment advice in 22 states including Florida, Texas, and California. Helen holds several securities licenses including Series 7, 24, 52, and 63. Helen is also a registered Investment Advisor representative in Texas. Helen is passionate about helping her clients achieve their financial goals, whether it's saving for retirement, planning for college, or simply managing their investments. Helen is committed to providing her clients with personalized financial advice and guidance.
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.
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.
Fee plus commission
1
2
FL
02/28/2023 - Present
Janney Montgomery Scott LLC (Miami FL)
FL
08/14/2015 - 03/03/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Coral Gables FL)
FL
12/06/2011 - 08/14/2015
JHS CAPITAL ADVISORS, LLC (MIAMI FL)
FL
02/19/1980 - 08/06/2013
YOUNG, STOVALL AND COMPANY (MIAMI FL)
NA
03/28/1978 - 02/29/1980
FIRST EQUITY CORPORATION OF FLORIDA
BC
Issued 03/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/1980
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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