Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Odin? Claim Your ProfileOdin Carl Helgerson is a financial advisor with LPL Financial LLC based in Fargo, ND. Odin Carl Helgerson has been in the industry since 1991 and has experience working with Crown Capital Securities, L.P., Cambridge Investment Research, Inc., Financial Network Investment Corporation, and Investment Centers of America, Inc.. Odin Carl Helgerson has a broad range of experience and has been registered in several states over the years, including Arizona, Colorado, District of Columbia, Florida, Iowa, Minnesota, Nebraska, North Carolina, North Dakota, South Dakota, and Wyoming.
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.
Consulting and other non-discretionary advisory services
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.
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2
ND
01/01/2025 - Present
LPL Financial LLC (FARGO ND)
ND
05/02/2003 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (FARGO ND)
IA
12/17/2001 - 05/08/2003
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
CA
09/17/1992 - 12/18/2001
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
WI
07/16/1991 - 10/08/1992
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
BOTH
Issued 06/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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