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Helyn C. Bolanis

PARLAN FINANCIAL CORP·TOLEDO, Ohio
Unclaimed Profile
5942 RENAISSANCE PLACE STE. D, TOLEDO, OH 43623CRD# 715064Firm CRD# 105470
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PARLAN FINANCIAL CORP
PARLAN FINANCIAL CORP
AUM
$35M
Regulatory assets under management
Employees
6
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 715064
Firm CRD# 105470
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
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