Helge Petermann
Professional Summary
Helge Petermann, who also goes by -, is a registered financial advisor currently at SNOWBRIDGE SECURITIES LLC located in Palm Beach Gardens, Florida. Helge is registered as a RR (Registered Representative) and started their career in finance in 1994. Helge has worked at 10 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
-
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
ROUNDHOUSE SECURITIES LLC | SNOWBRIDGE SECURITIES LLC
Contact Information
Main Address
3801 Pga Boulevard Suite 600, Palm Beach Gardens, FL 33410Mailing Address
3801 Pga Boulevard Suite 600, Palm Beach Gardens, FL 33410Phone Number
(212) 433-3904Established
Delaware since 08/25/2021Firm Type
Limited Liability CompanyFiscal Year End
SeptemberFirm Size
SmallFINRA licenses (34 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(12/11/2023)
(10/24/2022)
(12/11/2023)
(12/11/2023)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Helge Petermann's CRS (Customer Relationship Summary).
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