Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Malana? Claim Your ProfileMalana Helton has been in the financial services industry since 1994. Malana is currently registered with Edward Jones and is licensed in Louisiana and Texas. Malana has previous experience with WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., MARQUIS INVESTMENTS, L.L.C., and PRIMEVEST FINANCIAL SERVICES, INC. Malana is a Series 7 and Series 66 registered representative. Malana offers a wide range of financial services to individuals, corporations, and other entities. Malana provides financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
LA
02/20/2019 - Present
Edward Jones (OPELOUSAS LA)
LA
01/01/2008 - 02/14/2013
WELLS FARGO ADVISORS, LLC (OPELOUSAS LA)
LA
04/11/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OPELOUSAS LA)
NA
10/04/1994 - 04/09/1996
MARQUIS INVESTMENTS, L.L.C.
MN
07/06/1994 - 08/25/1994
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BOTH
Issued 04/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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