Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Helleen is an investment advisor with over 40 years of experience in the financial industry. Robert currently works with Allstate Financial Services, LLC, a firm he joined on 2/8/2002. Prior to joining Allstate, Robert was registered with AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Robert is currently licensed to provide investment advice in Arizona, California, Colorado, Florida, Indiana, Minnesota, and Wisconsin.
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.
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2
MN
02/08/2002 - Present
Allstate Financial Services, LLC (PLYMOUTH MN)
NY
06/01/1981 - 02/25/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
06/01/1981 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 06/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/29/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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