Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helen? Claim Your ProfileHelen Thomas Hinds is an investment advisor representative with Leavell Investment Management, Inc. based in Birmingham, AL. Helen has been working in the financial services industry for over 6 years. Helen has a Series 63 and Series 65 licenses and has passed the Series 7TO and SIE exams. Previously, Helen was with ALPS DISTRIBUTORS, INC., and has worked at several other firms in the financial services industry. Helen specializes in a variety of investment areas including investment advisory, portfolio management for individuals, businesses, and investment companies, and pension consulting.
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.
Strategic management for diversified investment portfolios.
Education to participants of consulting and advised retirement plans
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.
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AL
10/02/2024 - Present
Leavell Investment Management, Inc. (Birmingham AL)
TN
11/01/2021 - 10/24/2022
ALPS DISTRIBUTORS, INC. (Memphis TN)
IA
Issued 07/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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