Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helen? Claim Your ProfileHelen Woldai is a financial advisor with over 10 years of experience in the industry. Helen currently works with Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC and Avantax Investment Services, Inc. Helen has a strong understanding of the financial markets and is committed to helping her clients achieve their financial goals. Helen has a Series 6, Series 7, and Series 63 license. Helen is registered in Minnesota and Texas.
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.
1
2
TX
08/19/2024 - Present
Cetera Advisors LLC (DALLAS TX)
MO
07/07/2021 - 10/15/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
TX
10/12/2020 - 04/14/2021
TD AMERITRADE, INC. (Southlake TX)
TX
10/28/2013 - 04/16/2020
J.P. MORGAN SECURITIES LLC (Plano TX)
BC
Issued 01/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Helen Woldai is the right advisor for you? Invested Better is here to help.
