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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanne? Claim Your ProfileJeanne Helmar is a financial advisor with Avantax Advisory Services, a firm headquartered in Dallas, TX. Jeanne has been a registered representative since June 2006 and has been active in the industry for over 16 years. Jeanne is licensed in 14 states, including Pennsylvania, California, Florida, and New York. Jeanne provides a wide range of advisory services, including financial planning, portfolio management for individuals and businesses, and educational seminars. Jeanne also offers solicitor referral services to third-party investment managers and participates in participant enrollment meetings.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
PA
10/28/2014 - Present
Avantax Advisory Services (Lansdale PA)
PA
09/27/2013 - 05/09/2014
H.D. VEST INVESTMENT SERVICES (LOWER GWYNEDD PA)
PA
12/02/2010 - 04/09/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (HARLEYSVILLE PA)
PA
07/03/2006 - 12/06/2010
H.D. VEST INVESTMENT SERVICES (HARLEYSVILLE PA)
BOTH
Issued 11/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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