Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helena? Claim Your ProfileHelena Mahoney is a financial professional with over 14 years of experience in the financial services industry. Helena has a broad range of experience, having worked with various clients, including high-net-worth individuals, corporations, and charitable organizations. Helena is a Certified Financial Planner™ professional and holds the Series 7, Series 66, and SIE licenses. Helena is currently registered with LPL Financial LLC in the states of New Hampshire and Texas. Prior to joining LPL Financial LLC, Helena was registered with Waddell & Reed. Helena has a strong commitment to providing her clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory services
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.
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NH
07/21/2021 - Present
LPL Financial LLC (PORTSMOUTH NH)
NH
05/19/2011 - 07/21/2021
WADDELL & REED (Portsmouth NH)
FL
06/25/2007 - 06/22/2010
WADDELL & REED, INC. (ST. PETERSBURG FL)
BOTH
Issued 07/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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