Danielle Helfrich

Registered Representative at Equity Services, Inc.
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Contact Information
us****@****om
(386) 825-5501

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Bio

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Credentials

  • Indiana Insurance License
    State of Indiana
    Jan, 2020
    - Nov, 2024
  • Series 66
    FINRA
    May, 2019
    - Nov, 2024
  • Series 63
    FINRA
    Apr, 2006
    - Nov, 2024
  • Series 7
    FINRA
    Jan, 2006
    - Nov, 2024
  • Series 6
    FINRA
    Nov, 1992
    - Nov, 2024

Experience

  • Equity Services, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Registered Representative
      • Feb 2020 - Present

      Danielle Helfrich is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 123 Wacker Drive, Suite 600, Chicago, IL 60606, Tel: (312)236-2500. TrueWealth Advising Group, Inc. is independent of Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. Danielle is licensed to sell securities in Indiana, Illinois, and Tennessee. She is also insurance-licensed in Indiana and Illinois. An “endorsement” of this individual is not a referral of him for investment advisory services and may not be representative of others’ opinions or experience. TC113089(0320)P

  • Charles Schwab
    • United States
    • Financial Services
    • 700 & Above Employee
    • Independent Branch Financial Consultant
      • Jan 2019 - Feb 2020

      Brokerage Products: Not FDIC Insured. No Bank Guarantee. May Lose Value The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co. Inc. (member SIPC), and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. The Charles Schwab Corporation does not endorse third-party comments. Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation of which there are important differences including but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select. This profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents. For additional information and disclosure please visit: http://www.aboutschwab.com/social-media-at-schwab.

  • Raymond James
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Jan 2006 - Dec 2018

      Assess and track investments from a technical analysis standpoint for our wrap account clients Manage and Execute trades for our mutual fund platforms Responsible for development of systems to aid in trade execution. Plan and host client appreciation events Develop and create marketing campaigns designed to promote the group name through public seminars and speaking engagements Originate office systems to maximize employee efficiency and trade execution Give educational workshops to 401k participants to increase participation in employer retirement plans Aid Branch Manager with stock and ETF trades Fulfill human resources duties as required for the branch Create marketing and branding marketing materials for the branch

  • Wealth Consulting Group, Independent Firm
    • Crown Point, IN
    • Assistant to the President
      • Jan 1996 - Jan 2006

      Group Qualified Plan Support General Administrative Duties Microsoft Office Suite Expertise Group Qualified Plan Support General Administrative Duties Microsoft Office Suite Expertise

  • Royal Alliance Associates
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Financial Advisor
      • Nov 1992 - Jan 1996

      Developed and Cultivated leads in the Group Qualified Plans arena, with a specific focus on 401k plans and Section 125 flexible spending accounts. Obtained Series 6 & 63 licenses and life and health insurance licenses for the state of Indiana. Developed and Cultivated leads in the Group Qualified Plans arena, with a specific focus on 401k plans and Section 125 flexible spending accounts. Obtained Series 6 & 63 licenses and life and health insurance licenses for the state of Indiana.

Education

  • Calumet College of Saint Joseph
    Bachelor of Science (B.S.), Non-Profit/Public/Organizational Management
    2000 - 2002
  • Cottey College
    Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities
    1989 - 1991

Community

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