Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helene? Claim Your ProfileHelene Shafiyan is a financial advisor with McDonald Partners LLC in Cleveland, Ohio. Helene has been in the financial services industry since 1984 and is registered as a broker-dealer and investment advisor representative in Ohio. Helene has a wide range of experience in the financial services industry, including experience with Wells Fargo Advisors, LLC, Securities America, Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Lehman Brothers Inc., E. F. Hutton & Company Inc. and Donaldson, Lufkin & Jenrette Securities Corporation. Helene holds the Series 3, 7, and 63 licenses. Helene also holds the Series 65 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.
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.
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
OH
12/23/2019 - Present
McDonald Partners LLC (CLEVELAND OH)
OH
01/26/2012 - 12/10/2012
WELLS FARGO ADVISORS, LLC (CLEVELAND OH)
OH
10/30/2009 - 12/31/2011
SECURITIES AMERICA, INC. (MAYFIELD HEIGHTS OH)
OH
06/01/2009 - 11/23/2009
MORGAN STANLEY SMITH BARNEY (CLEVELAND OH)
OH
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CLEVELAND OH)
NY
05/14/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/15/1986 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
03/19/1984 - 04/10/1986
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION
IA
Issued 03/03/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2008
Series 3 - National Commodity Futures Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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