Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helene? Claim Your ProfileHelene F. Lino is an investment advisor representative at Equity Services, Inc., a firm that has been in business since 1980. Helene has been in the industry since 2005 and has a strong track record of success. She is dedicated to helping her clients reach their financial goals. Her specialties include investment management, financial planning, and pension consulting. Helene is also registered in Pennsylvania and has a Series 7, Series 6, Series 63, and Series 66 license.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
11/21/2024 - Present
Equity Services, Inc. (WEXFORD PA)
PA
11/02/2005 - 02/08/2008
PRUCO SECURITIES, LLC. (PITTSBURGH PA)
BOTH
Issued 03/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/14/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/02/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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