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Helena Sandoval

Kera Capital Partners

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About Helena Sandoval

Helena 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.

Firm Information

Helena Sandoval is currently registered with Kera Capital Partners. Kera Capital Partners is an investment advisor based in San Jose, CA with approximately $760.77 million in regulatory assets under management. The firm provides portfolio management for individuals, businesses, pooled investment vehicles, and other investment advisors. Kera Capital Partners primarily serves high-net-worth individuals, corporations, and pooled investment vehicles.
Kera Capital Partners

1760 THE ALAMEDA

SAN JOSE, CA 95126

$760.77M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Helena Sandoval’s Registration & Firm History

CA

09/25/2023 - Present

Kera Capital Partners (SAN JOSE CA)

CA

04/26/2022 - 09/22/2023

MORGAN STANLEY (Roseville CA)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Helena Sandoval.
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