Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helena? Claim Your ProfileHelena Sandoval is a financial advisor registered with Kera Capital Partners. Helena is based in San Jose, CA and holds a Series 7TO, SIE, and Series 66 license. Helena has been in the financial services industry since June 2000. Prior to joining Kera Capital Partners, Helena was a financial advisor at Morgan Stanley in Roseville, CA. Helena's expertise includes portfolio management for individuals, businesses, and pooled investment vehicles. Helena also offers consulting services.
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.
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.
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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CA
09/25/2023 - Present
Kera Capital Partners (SAN JOSE CA)
CA
04/26/2022 - 09/22/2023
MORGAN STANLEY (Roseville CA)
BOTH
Issued 10/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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