Alan Helene Email & Phone Number
Senior Vice President @ NBC Securities, Inc.
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Alan Helene Location
- Washington, DC, US
Alan Helene Work
- 2013 -now Senior Vice President @
- 2009 -2013 Senior Vice President and Financial Advisor @
- 1989 -2009 Senior Vice President - Investments @ Ferris, Baker Watts, Inc.
- 1987 -1989 Investment Consultant @ Thomson McKinnon
- 1981 -1987 Registered Representative @ Bellamah, Neuhauser & Barrett, Inc.
Alan Helene Education
- University of Maryland College Park
Bachelor of Science (BS) (Secondary Education and History)
1974-1979
Alan Helene Skills
- Strategic Financial Planning
- Bonds
- Fixed Annuities
- Variable Annuities
- Mutual Funds
- Portfolio Management
- Investment Management
- Wealth Accumulation Strategies
- Retirement Planning
- Wealth Management
- Tax-advantaged Investment Strategies
- Tax Advantaged Investment Strategies
Alan Helene Summary
- Alan Helene, based in Washington, DC, US, is currently a Senior Vice President at NBC Securities, Inc.. Alan Helene brings experience from previous roles at RBC Wealth Management, Ferris, Baker Watts, Inc., Thomson McKinnon and Bellamah, Neuhauser & Barrett, Inc.. Alan Helene holds a 1974 - 1979 Bachelor of Science (BS) in Secondary Education and History @ University of Maryland College Park. With a robust skill set that includes Strategic Financial Planning, Bonds, Fixed Annuities, Variable Annuities, Mutual Funds and more. Alan Helene has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Alan Helene?
Find contact details for 700 million professionals.
Top NBC Securities, Inc. Employees
Monte Marshall
Financial Consultant
Birmingham, AL, US
Doug Elder
Director of Sales
Birmingham, AL, US
William Braude
Financial Consultant
Jacksonville, FL, US
Allison Hanna
Financial Advisor
Wellington, FL, US
Kim Davis
Chief Growth Officer
Birmingham, AL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co