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Louis Bernard Helsen

Wilson-Davis & CO., Inc.

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About Louis Bernard Helsen

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.

Firm Information

Louis Helsen is currently registered with Wilson-Davis & CO., Inc.. Wilson-Davis & CO., Inc. is a Corporation formed in 1968 and is registered in 53 states and the SEC. They have been involved in 57 regulatory events and 1 arbitration case.

Not reported

Assets Under Management

Not reported

Total Clients

24

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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Louis Helsen’s Registration & Firm History

TX

05/17/2022 - Present

Wilson-Davis & CO., Inc. (Addison TX)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Louis Bernard Helsen.
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