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Helen M. Billak

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CRD#: 1359409
HB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Helen Maria Billak, who also goes by Helen Billak Henry, Helen Billak Kiselev, Helen Maria Kiselev, was a registered financial professional .

Helen is a previously registered financial professional and started their career in finance in 1986. Helen had worked at 10 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Helen Billak Henry | Helen Billak Kiselev | Helen Maria Kiselev

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 20, 2010 - December 31, 2019

BILL FEW SECURITIES, INC.

BD
CRD#: 41917
PITTSBURGH, PA
Past

July 7, 2008 - July 19, 2010

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
PITTSBURGH, PA
Past

September 1, 2006 - July 2, 2008

FERRIS, BAKER WATTS, LLC

BD
CRD#: 285
PITTSBURGH, PA
Past

May 3, 2001 - September 1, 2006

ARTHURS, LESTRANGE & COMPANY INCORPORATED

BD
CRD#: 54
PITTSBURGH, PA
Past

October 1, 1999 - August 7, 2000

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

September 21, 1999 - October 1, 1999

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC
Past

October 29, 1996 - August 4, 1998

COMMONWEALTH SECURITIES AND INVESTMENTS, INC.

BD
CRD#: 7399
PITTSBURGH, PA
Past

April 4, 1994 - May 31, 1995

RRZ PUBLIC MARKETS, INC.

BD
CRD#: 8171
PITTSBURGH, PA
Past

May 26, 1989 - February 18, 1994

PNC CAPITAL MARKETS LLC

BD
CRD#: 15647
PITTSBURGH, PA
Past

January 2, 1987 - May 15, 1989

RRZ PUBLIC MARKETS, INC.

BD
CRD#: 8171
PITTSBURGH, PA
Past

February 19, 1986 - September 22, 1986

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/21/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/22/2001
General Securities Principal Examination

Current Firm


BF
BILL FEW SECURITIES, INC.
BFS FINANCIAL SERVICES | BILL FEW SECURITIES, INC. | BILL FEW SECURITIES | BILL FEW ASSOCIATES, INC. | BILL FEW ASSOCIATES, INC | BILL FEW ASSOCIATES

CRD#: 41917 / SEC#: , 8-49625

BD
Terminated by SEC on 02/04/2022
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Contact information


Main Address
Mailing Address
Phone number
Established
Pennsylvania since 01/26/1987
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BILL FEW FINANCIAL GROUP, INC.SOLE SHAREHOLDER
JONES, JOHN EDWARD JRCHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, DIRECTOR, CFO, PRESIDENT, SECRETARY2363024

Disclosures


Regulatory Event2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BILL FEW SECURITIES, INC.

CRD#: 41917

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