Unclaimed
Louis Bernard Helsen is a registered representative at Wilson-Davis & CO., Inc., having joined the firm in May 2022. Louis is licensed to provide securities advice in several states, including California, Florida, Georgia, New York, Texas, Utah, Virginia and Washington. Louis is a highly qualified advisor, having passed multiple industry exams, including Series 63, Series 53, Series 24, Series 79TO, Series 52TO, Series 7TO and SIE. Louis has been in the financial services industry since May 2022.
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.
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.
1
2
TX
05/17/2022 - Present
Wilson-Davis & CO., Inc. (Addison TX)
BC
Issued 07/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/11/2022
Series 24 - General Securities Principal Examination
BC
Issued 07/03/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/03/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 05/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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