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Helena Marie Lambke

Allstate Financial Services, LLC

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About Helena Marie Lambke

Helena Lambke has been in the financial services industry since 2001. Helena is currently registered with Allstate Financial Services, LLC and has been with the firm since 2012. Prior to joining Allstate Financial Services, LLC, Helena was registered with J.P. MORGAN SECURITIES INC. and BANC ONE SECURITIES CORPORATION. Helena holds Series 6, 7 and 63 licenses. Helena is also licensed in Arizona and Illinois.

Firm Information

Helena Lambke is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Helena Lambke’s Registration & Firm History

IL

10/26/2012 - Present

Allstate Financial Services, LLC (Fox Lake IL)

IL

07/01/2006 - 06/22/2007

J.P. MORGAN SECURITIES INC. (HINSDALE IL)

IL

09/07/2001 - 07/01/2006

BANC ONE SECURITIES CORPORATION (HINSDALE IL)

NE

03/01/2001 - 07/24/2001

ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)

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Licenses & Designations

BC

Issued 09/21/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/27/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Helena Marie Lambke.
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