Unclaimed Profile

Helyn C. Bolanis

PARLAN FINANCIAL CORP·TOLEDO, Ohio

Clean recordPARLAN FINANCIAL CORP

5942 RENAISSANCE PLACE STE. D, TOLEDO, OH 43623CRD# 715064Firm CRD# 105470

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Helyn C. Bolanis · TOLEDO, OH

Registration

CRD #715064 · PARLAN FINANCIAL CORP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Helyn C. Bolanis is a registered financial advisor based in TOLEDO, Ohio, affiliated with PARLAN FINANCIAL CORP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PARLAN FINANCIAL CORP

AUM

$35M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PARLAN FINANCIAL CORP →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 715064

Firm CRD# 105470

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Helyn C. Bolanis offer?

Helyn C. Bolanis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TOLEDO, Ohio for a consultation.

What are Helyn C. Bolanis's credentials?

Helyn C. Bolanis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Helyn C. Bolanis located?

Helyn C. Bolanis is based in TOLEDO, Ohio, working with PARLAN FINANCIAL CORP. Their office serves clients in the TOLEDO metropolitan area and surrounding communities.

How does Helyn C. Bolanis charge for services?

Helyn C. Bolanis's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PARLAN FINANCIAL CORP?

PARLAN FINANCIAL CORP has approximately 6 employees and manages $35M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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