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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helen? Claim Your ProfileHelen Von dolteren-fournier is a financial advisor with Raymond James Financial Services Advisors, Inc. in Winter Park, Florida. Helen has been in the financial services industry for 29 years and has experience working with various client types, including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Helen's expertise includes financial planning, portfolio management, and pension consulting. She has been recognized for her work as a Certified Financial Planner. Helen has also been licensed as a Securities Agent and Investment Advisor. Helen is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
FL
03/12/2020 - Present
Raymond James Financial Services Advisors, Inc. (Winter Park FL)
FL
08/23/2019 - 03/18/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Winter Park FL)
FL
07/14/2015 - 08/26/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (WINTER PARK FL)
FL
04/09/1998 - 07/14/2015
SECURITIES SERVICE NETWORK, INC. (WINTER PARK FL)
MN
11/15/1994 - 04/16/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/15/1994 - 04/16/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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