Helene Shafiyan

from Mcdonald Partners LLC
SEC regulated
Regulated Investment Advisor
Helene Shafiyan is a financial advisor based in Ohio, Cleveland, with 41 years of experience. Helene currently works for Mcdonald Partners LLC. Helene maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Helene Shafiyan works at Mcdonald Partners LLC
Mcdonald Partners LLC is a financial advisory firm based in Cleveland, Ohio. It currently has approximately $778,160,510 of assets under management and employs about 30 people. Mcdonald Partners LLC uses a fee structure of a percentage of assets under your management, fixed fees and commissions.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
6 years
Fee structure
A percentage of assets under your management, fixed fees and commissions
Office location
1301 East 9th Street, Suite 3700, Cleveland, Ohio, 44114

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