Katrina Helle is an investment adviser representative (IAR) with state registration records since 2016, appearing at 9 firms. Currently registered with EDWARD D. JONES & CO., L.P..
| Firm | From | To | Current |
|---|---|---|---|
| EDWARD D. JONES & CO., L.P. | 2020-11-20 | present | Yes |
| LPL FINANCIAL LLC | 2020-09-30 | 2020-12-07 | — |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2019-11-21 | 2020-10-15 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2019-01-30 | 2019-09-10 | — |
| TD AMERITRADE, INC. | 2019-01-30 | 2019-09-10 | — |
| PRUCO SECURITIES, LLC | 2018-09-25 | 2019-01-09 | — |
| EQUITRUST INVESTMENT MANAGEMENT SERVICES, INC. | 2017-07-28 | 2018-08-27 | — |
| BANCWEST INVESTMENT SERVICES, INC. | 2016-10-25 | 2017-06-23 | — |
| MSI FINANCIAL SERVICES, INC. | 2016-03-18 | 2016-10-19 | — |