NBC Securities, Inc.
Alan Helene has a strong and extensive work experience in the financial industry. Alan started their career as a Registered Representative at Bellamah, Neuhauser & Barrett, Inc. in 1981 and worked there until 1987. Alan then moved to Thomson McKinnon as an Investment Consultant until 1989. Alan then joined Ferris, Baker Watts, Inc. as a Senior Vice President - Investments and worked there until 2009. After that, they worked at RBC Wealth Management as a Senior Vice President & Financial Advisor from 2009 to 2013. Currently, Alan holds the position of Senior Vice President at NBC Securities, Inc., a role they have been serving since 2013.
Alan Helene attended the University of Maryland from 1974 to 1979, where they pursued a Bachelor of Science (BS) degree in Secondary Education and History.
This person is not in any offices
NBC Securities, Inc.
1 followers
NBC Securities is a full-service broker-dealer and registered investment advisor catering to individuals and companies across the United States. They provide private wealth services and asset management strategies from financial consultants who average over 25 years of industry experience, in addition to technology-driven custodial solutions that streamline and optimize operations for advisors nationwide. Independent and employee-owned, NBC Securities is committed to building lasting relationships and legacies. The firm achieves this through the combined power of our network of advisors, sophisticated suite of business services, and in-house portfolio products and research that spans equities, fixed income, mutual funds, SMA’s, annuities, and life insurance. NBC Securities also specializes in providing financial services to independent brokers, independent investment advisors and financial service programs for community banks. With private ownership, NBC Securities advisors enjoy a boutique experience while also leveraging the financial strength and security of RBC Clearing and Custody, a division of RBC Capital Markets, LLC and one of the largest clearing and custody firms in the nation, enabling the firm to provide the highest level of service to its clients. NBC Securities manages or advises approximately $5 billion in assets with an operating footprint that spans the US with corporate headquarters is located in Birmingham, Alabama and offices in Alabama, Florida, Iowa, Maryland, Minnesota, Missouri, New Jersey, New York, Ohio, Tennessee, and Texas.