Helena GaudreauCRD Number: 5367483
Current Firm: Waddell & Reed
Helena Gaudreau (CRD# 5367483) is an Investment Advisor Representative working at Waddell & Reed in Madbury, NH and has over 9 years of experience in the finance industry. Helena Gaudreau 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.
United Planners' Financial Services Of America A Limited Partner
Clear View Wealth Advisors, LLC
Amaretta Financial, LLC
|Helena K Gaudreau||Amesbury, MA||Oct 2012 - Current||4|
|Lisa Dale||Madbury, NH||Jun 2011 - Current||5|
|Waddell & Reed, Inc.||Madbury, NH||May 2011 - Current||5|
|Various Insurance Carriers For W & R Insurance Agencies||Amesbury, MA||May 2011 - Current||5|
|Unemployed||Amesbury, MA||Oct 2010 - May 2011||< 1|
|Waddell & Reed, Inc.||St Petersburg, FL||Apr 2010 - Oct 2010||< 1|
|Friends Of The Library||Tampa, FL||Mar 2009 - Sep 2010||1|
|Various Insurance Carriers For W & R Insurance Agencies||St Petersburg, FL||Aug 2007 - Jun 2010||2|
|Waddell & Reed, Inc.||St Petersburg, FL||Jun 2007 - Jun 2010||3|
|Self-employed||Largo, FL||Nov 2006 - Apr 2008||1|
|Weaver & Associates, P.c.||Peabody, MA||Jan 1998 - Nov 2006||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2007|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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