Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helen? Claim Your ProfileHelen Wittpenn is a financial advisor with Truist Securities, Inc. Helen has been in the securities industry since 2011 and has extensive experience in investment banking. Helen holds the Series 63, SIE, Series 79 and Series 7 licenses. Helen is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in all 50 states and the District of Columbia.
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.
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.
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GA
08/06/2018 - Present
Truist Securities, Inc. (ATLANTA GA)
NY
08/24/2011 - 05/12/2016
G.DISTRIBUTORS, LLC (RYE NY)
BC
Issued 08/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/23/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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