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John Vanhelder

Southstate|duncanwilliams Securities Corp.

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About John Vanhelder

John Vanhelder is a financial advisor associated with Southstate|duncanwilliams Securities Corp. John has been in the financial services industry since 2011. John is registered with FINRA and has been active in the financial services industry for over 10 years. John is currently registered in 16 states, including California, Colorado, Connecticut, Illinois, Massachusetts, Michigan, Minnesota, New Hampshire, New Jersey, New Mexico, New York, Pennsylvania, Tennessee, Texas, Washington and Wisconsin.

Firm Information

John Vanhelder is currently registered with Southstate|duncanwilliams Securities Corp.. Southstate|duncanwilliams Securities Corp. is a corporation formed in March 1969. The firm is registered in 49 states and is approved for registration with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

81

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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John Vanhelder’s Registration & Firm History

TN

05/01/2018 - Present

Southstate|duncanwilliams Securities Corp. (MEMPHIS (SHELBY) TN)

IL

08/22/2011 - 04/04/2018

OBERWEIS SECURITIES, INC. (LISLE IL)

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Licenses & Designations

BC

Issued 02/17/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Vanhelder.
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