Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirsten? Claim Your ProfileKirsten Helmers is a financial advisor with Janney Montgomery Scott LLC. Kirsten has been in the financial services industry since 1996. Kirsten currently holds Series 63, 66, 7, 9, and 10 licenses. Kirsten's professional experience includes work with Citigroup Global Markets Inc.
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.
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.
Fee plus commission
1
2
NY
04/13/2021 - Present
Janney Montgomery Scott LLC (PURCHASE NY)
NY
05/09/1996 - 09/26/2008
CITIGROUP GLOBAL MARKETS INC. (WHITE PLAINS NY)
BOTH
Issued 12/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/15/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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