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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helene? Claim Your ProfileHelene Monique Brown is a financial advisor with over 13 years of experience. Helene is currently registered with Cresset Asset Management, LLC in California. Helene has held previous positions with RAYMOND JAMES FINANCIAL SERVICES, INC. and AMERICAN CLASSIC SECURITIES, INC. Helene holds Series 7, 66 and 65 licenses and is also a Certified Financial Planner. Helene specializes in working with High-Net-Worth individuals, individuals other than High-Net-Worth, charitable organizations, and corporations or other businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
05/09/2023 - Present
Cresset Asset Management, LLC (CHICAGO IL)
MD
02/25/2010 - 07/26/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (GLEN ECHO MD)
FL
07/02/2009 - 03/04/2010
AMERICAN CLASSIC SECURITIES, INC. (PONTE VEDRA FL)
IA
Issued 02/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/14/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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