Helen Bueno
Helen Bueno is a registered investment advisor at Janney Montgomery Scott LLC, based in Miami, FL, with 48 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.
Location
8950 SW 74 Court, Suite 2005, Miami, FL, 33156
Get directionsHistory
Regulatory History (1)
Criminal
February 2015Other Business Activities
Helen is an investor in a commercial property since 2018 and a condo timeshare owner since 1991. These activities are not investment-related and require minimal time commitment.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Jhs Capital Advisors, LLCBroker
Young, Stovall and CompanyBroker
First Equity Corporation of FloridaBroker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.