Christa F. Helma
Professional summary
Christa Fay Helma, who also goes by Christa Fay Kaufman, is a registered financial advisor currently at PRIORITY INVESTMENT SERVICES, LLC located in Freeman, South Dakota.
Christa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Christa has worked at 5 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christa Fay Helma's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 9, 2017 - Present
PRIORITY INVESTMENT SERVICES, LLC
Office #1: 119 W. North County Rd. Suite #1, Freeman, SD 57029September 6, 2012 - September 30, 2016
RAINMAKER ADVISORS
April 11, 2011 - August 30, 2012
STONE WEALTH MANAGEMENT, L.L.C.
January 7, 2011 - February 11, 2011
QA3 FINANCIAL LLC
October 19, 2009 - February 11, 2011
QA3 FINANCIAL CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/9/2017)
Exams
Current Firm
PRIORITY INVESTMENT SERVICES, LLC
CRD#: 285916 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 29 |
| AUM (Assets Under Management) | $ 16,886,688 |
Red Flags
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