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Featured Business Financial Advisor in Tampa, FL
Tampa Financial Advisors
Ameriprise Financial
4350 W Cypress ST suite 735
Tampa, FL 33607
(813) 334-6500
Advisor Profile
Name:  Nathan Helms
Phone Number:  (813) 334-6500
Website:  Visit Website

About Ameriprise Financial

Nathan has dedicated his practice to providing his clients with a comprehensive, well integrated financial plan that encompasses all aspects of their financial lives working in concert to help them pursue their goals. From savings and investing to tax planning and protection as well as a thought out plan for the eventual distribution of your assets in the most efficient, tax advantaged way possible so that your assets have the best chance to last your entire lifetime and perhaps beyond. A staple of Nathan’s business is client service. His relationship with clients is unique in the fact that he proactively communicate with them on a regular basis to answer any questions they have and to make sure they remain on track to reach their goals.
 

General Information

Gender:    Male
CRD#:    5362846
States Licensed in:    FL, MD
Years of Experience in Financial Services:    7
Number of Years with Current Firm:    1
 

Services

Investment Types:    Insurance, Exchange Traded Funds (ETFs), Commodities, Annuities, Alternative Investments, Stocks, Bonds, Mutual Funds
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Retirement Planning Counselor (CRPC®)
Securities Licenses:    Series 7, Series 6, Series 65, Series 66
Insurance and Annuity Licenses:    Health, Variable Life, Annuity, Disability, Variable Annuity, Long Term Care, Life
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    30,000
Compensation Methods:    Hourly, Flat Fee, Based on Assets, Commissions
 
 
 
Prepared By: Nathan Helms

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