Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katharina? Claim Your ProfileKatharina Helmick is a financial advisor who has been working in the industry since 2002. Katharina is currently registered with LPL Financial LLC and has previously worked with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Katharina is licensed in California, Massachusetts and Washington. Katharina's expertise covers a wide range of financial products and services including financial planning, investment management, and pension consulting.
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.
Consulting and other non-discretionary advisory services
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
MA
05/13/2008 - Present
LPL Financial LLC (WESTON MA)
MA
11/20/2002 - 05/07/2008
AMERIPRISE FINANCIAL SERVICES, INC. (WALTHAM MA)
MN
11/20/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Katharina Helmick is the right advisor for you? Invested Better is here to help.
