Joe Helfrich

Independent Branch Leader and Financial Consultant

+1 812-618-0070

Financial credentials

  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

24 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2017-present
  • Investment Adviser, Fifth Third Securities, 2000-2017
  • Investment Consultant, Edward D. Jones, 1999-2000

Education

  • University of Evansville - B. S. in Business - Finance & Economics

Personal interests and affiliations

  • Catholic Diocese of Evansville - Reitz Memorial High School Board of Trustee's - 2004 - 2016
  • Holy Rosary Catholic Church Finance Committee - 2014 - 2018

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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