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 Roberts is a financial professional with over 25 years of experience in the financial services industry. Helena has been registered with Lincoln Financial Distributors, Inc. since 2007. Previously, Helena worked with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Helena also holds the Series 6, Series 26, and SIE licenses. Helena's experience and qualifications allow Helena to provide a wide range of financial services to clients, including investment advice, retirement planning, and insurance.
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
CT
10/12/2007 - Present
Lincoln Financial Distributors, Inc. (HARTFORD CT)
CT
07/21/1999 - 10/12/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (HARTFORD CT)
CT
07/21/1999 - 10/12/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (HARTFORD CT)
CT
05/22/1995 - 02/12/1999
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CA
10/12/1993 - 07/07/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 11/27/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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