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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Helms is a financial advisor registered with the state of South Carolina. Michael is associated with Wealthshield Partners, LLC and has been in the industry since 2000. He has a strong background in financial planning, portfolio management, and retirement planning. Michael holds the Series 7, Series 10, Series 24, Series 31, and Series 66 licenses. He is also a Certified Financial Planner and a Personal Financial Specialist. Michael previously worked for Wells Fargo Advisors Financial Network, LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Raymond James & Associates, 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.
A percentage of the total value of assets under management is charged.
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2
SC
04/16/2024 - Present
Wealthshield Partners, LLC (Greenville SC)
SC
07/20/2009 - 01/02/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (GREENVILLE SC)
SC
06/01/2009 - 08/14/2009
MORGAN STANLEY SMITH BARNEY (GREENVILLE SC)
SC
12/07/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GREENVILLE SC)
FL
01/13/2000 - 12/14/2001
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 12/29/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2001
Series 24 - General Securities Principal Examination
BC
Issued 08/04/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/04/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/13/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 01/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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