Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helge? Claim Your ProfileHelge Kallio is a financial advisor in Camden, SC. Helge has over 29 years of experience in the financial industry and has been registered with Advisory Services Network since August 2011. Previously, Helge was affiliated with KOVACK SECURITIES INC. and RESOURCE HORIZONS GROUP LLC. Helge is also the owner of a fixed insurance agency in Santee, SC. Advisory Services Network is an investment advisory firm headquartered in Atlanta, GA. The firm offers a variety of financial planning and investment management 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
A percentage of the total value of assets under management is charged.
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2
SC
08/10/2011 - Present
Advisory Services Network (Camden SC)
SC
12/14/2016 - 12/31/2016
KOVACK SECURITIES INC. (CAMDEN SC)
SC
10/15/2014 - 12/14/2016
KOVACK SECURITIES INC. (CAMDEN SC)
SC
08/17/2011 - 10/15/2014
RESOURCE HORIZONS GROUP LLC (MOUNT PLEASANT SC)
SC
07/01/2002 - 08/12/2011
THRIVENT INVESTMENT MANAGEMENT INC. (MOUNT PLEASANT SC)
MN
08/19/1993 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 05/02/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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