Kevin Helmick

Kevin Helmick

Investment Executive

Phone: 330-533-3341 / 330-544-7400
Fax: 330-533-9531 / 330-544-7444
Mobile Phone: 330-718-7423
E-mail:


With over 10 years investment advisory experience, Kevin J. Helmick is dedicated to providing quality investment services through a combination of quality and experience. Kevin has the following education and licensing background.

Professional Attributes

Licensing

  • NASD series 24
  • NASD series 63
  • Investment Adviser Representative

Education:

  • B.A. In Economics Allegheny College
  • M.B.A. Case Western Reserve
  • C.F.P. coursework - Boston University
  • Graduate School of Banking University of Wisconsin, Madison

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Certification:

  • Certified Financial Planner