Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Helfstein is a financial professional with over 5 years of experience in the industry. Scott is currently registered with Foreside Fund Services, LLC and holds a Series 7, Series 66 and SIE license. Scott has previously held positions with PROFUNDS DISTRIBUTORS, INC. and MORGAN STANLEY. Scott is registered in 53 states and the District of Columbia.
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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NY
09/13/2022 - Present
Foreside Fund Services, LLC (New York NY)
NY
10/08/2020 - 07/13/2022
PROFUNDS DISTRIBUTORS, INC. (NEW YORK NY)
NY
09/26/2017 - 08/24/2020
MORGAN STANLEY (New York NY)
BOTH
Issued 10/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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