AH
CFP
AH
CFP
Angela Helmus-O'brien is a CFP-designated registered investment advisor, based in Clearwater, FL, with 35 years of industry experience.
Location
600 Cleveland Street, Suite 1150, Clearwater, FL, 33755
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Regulatory History (2)
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Customer Dispute
October 2001Denied
Customer Dispute
August 2000Denied
Other Business Activities
Angela is an advisor with Steward Partners Investment Advisory LLC, dedicating minimal time. She also owns Guardian Asset Management Group, a support company/DBA, and spends minimal time on this as well.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
May 2022 - Present · 4 yrs
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 4 yrs
Steward Partners Investment Advisory, LLC
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
February 2017 - May 2022 · 5 yrs 3 mos
Morgan StanleyBroker
June 2009 - February 2017 · 7 yrs 8 mos
Morgan Stanley
June 2009 - February 2017 · 7 yrs 8 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
March 2004 - April 2007 · 3 yrs 1 mo
Morgan Stanley Dw INC.Broker
February 2004 - April 2007 · 3 yrs 2 mos
American Express Financial Advisors, INC.
September 1990 - March 2004 · 13 yrs 6 mos
American Express Financial Advisors INC.Broker
August 1990 - March 2004 · 13 yrs 7 mos
Ids Life Insurance CompanyBroker
August 1990 - March 2004 · 13 yrs 7 mos
State Registrations39 states
ALARAZCACOCTDCDEFLGAHIIAILINKSKYMAMDMEMIMNMOMSMTNCNJNYOHOKORPARISCTNTXUTVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.