Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helena? Claim Your ProfileHelena Marie Openshaw is a financial professional with over 30 years of experience in the industry. Helena has held positions at Sidoti & Company, LLC since 2014 and previously at First Investors Corporation. Helena's experience and credentials include passing the Series 6, 16, 63, and 65 exams. She is currently registered with FINRA.
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
NY
08/27/2014 - Present
Sidoti & Company, LLC (NEW YORK NY)
NA
05/09/1983 - 10/24/1986
FIRST INVESTORS CORPORATION
IA
Issued 12/07/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2014
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 05/05/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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