Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helena? Claim Your ProfileHelena Ocampo is an investment advisor representative with Goelzer Investment Management. She has been working in the investment industry since 2005. Helena is registered to provide investment advisory services in Indiana. She holds a Series 65 license. Goelzer Investment Management is an investment advisor firm that manages assets for individuals, corporations, and other organizations. The firm's main office is located in Indianapolis, Indiana. Helena's specializations include portfolio management, financial planning, and selection of other advisors.
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.
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.
Portfolio monitoring/consulting
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.
A percentage of the total value of assets under management is charged.
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IN
07/18/2019 - Present
Goelzer Investment Management (CARMEL IN)
IA
Issued 07/18/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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