Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
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