Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helena? Claim Your ProfileHelena Borges Fortes is a financial advisor with over 8 years of experience in the industry. Helena is currently registered with Raymond James & Associates, Inc. in Hallandale Beach, Florida. Previously, Helena was employed with MORGAN STANLEY and HSBC SECURITIES (USA) INC. in Florida. Helena has a strong track record of success in providing financial advice to a wide range of clients, including individuals, corporations, and institutions. Helena is committed to providing her clients with personalized financial planning and investment management services that meet their unique needs and 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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
09/20/2019 - Present
Raymond James & Associates, Inc. (Hallandale Beach FL)
FL
10/23/2015 - 09/10/2019
MORGAN STANLEY (AVENTURA FL)
FL
02/04/2015 - 12/02/2015
HSBC SECURITIES (USA) INC. (MIAMI FL)
BOTH
Issued 02/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/28/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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