Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helen? Claim Your ProfileHelen Wong is a registered representative with J.P. Morgan Securities LLC. Helen has been working in the financial services industry since 2003 and has a strong track record of success in the field. Helen has worked for several firms in the past, including BNP Paribas Securities Corp. and SG Americas Securities, LLC. Helen holds Series 7 and Series 63 licenses and has a broad range of experience in securities trading and investment advisory services. Helen focuses on providing financial advice to individuals and corporations.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
02/08/2016 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
06/12/2013 - 10/30/2015
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
NY
10/04/2011 - 03/05/2012
SG AMERICAS SECURITIES, LLC (NEW YORK NY)
NY
11/06/2007 - 03/12/2009
NATIXIS SECURITIES NORTH AMERICA INC. (NEW YORK NY)
NY
07/21/2003 - 10/15/2007
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
NY
05/07/2002 - 07/21/2003
ZURICH CAPITAL MARKETS SECURITIES, INC. (NEW YORK NY)
BC
Issued 12/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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