Helen DavisCRD Number: 1353380
Current Firm: Foresters Equity Services, Inc.
Helen Davis (CRD# 1353380) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in Dublin, OH and has over 18 years of experience in the finance industry. Helen Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rebel Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pds Planning Inc.
|Foresters Equity Services, Inc.||San Diego, CA||Oct 2008 - Current||9|
|Foresters Finanaicl Partners||Dublin, OH||Sep 2008 - Current||9|
|Senior Tax Strategies Of Ohio||Dublin, OH||Jan 2006 - Current||12|
|Hero Marketing Group||Dublin, OH||Apr 2002 - Current||15|
|Davis Financial Management Group||Dublin, OH||Apr 1981 - Current||36|
|Intersecurities, Inc.||Dublin, OH||Nov 2000 - Sep 2008||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1999|
Total Assets Under Management11MILLIONS
Total Number of Accounts125ACCOUNTS
Average Account Value$86,354
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV