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Bobbie Helman

Parkview Asset Management, Inc.

Oakbrook Terrace, IL

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Current Employers
Parkview Asset Management, Inc.

One Parkview Plaza Suite 117, Oakbrook Terrace, IL 60181 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-02-06
  • IL RA
    APPROVED
    Since 2024-02-06

Branch Locations

One Parkview Plaza Suite 117, Oakbrook Terrace, IL 60181 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 06/2017 03/2018
Seaway Bank & Trust Chicago IL 10/2014 03/2017
Unemployed Joilet IL 03/2018 09/2018
Thg Ventures New Lenox IL 09/2018 01/2019
Lpl Financial Llc Naperville IL 02/2019 09/2023
Pruco Securities, Llc Downers Grove IL 09/2023 11/2023
Strategypoint Financial Llc Naperville IL 02/2019 09/2023
Cousins & Associates Inc. New Lenox IL 12/2020 09/2023
Parkview Asset Management, Inc. Oakbrook Terrace IL 01/2024 Present
The Wozny Tax Company Mokena IL 09/2023 12/2023
  • 06/2017 → 03/2018
    Edward Jones
    St Louis, MO
  • 10/2014 → 03/2017
    Seaway Bank & Trust
    Chicago, IL
  • 03/2018 → 09/2018
    Unemployed
    Joilet, IL
  • 09/2018 → 01/2019
    Thg Ventures
    New Lenox, IL
  • 02/2019 → 09/2023
    Lpl Financial Llc
    Naperville, IL
  • 09/2023 → 11/2023
    Pruco Securities, Llc
    Downers Grove, IL
  • 02/2019 → 09/2023
    Strategypoint Financial Llc
    Naperville, IL
  • 12/2020 → 09/2023
    Cousins & Associates Inc.
    New Lenox, IL
  • 01/2024 → Present
    Parkview Asset Management, Inc.
    Oakbrook Terrace, IL
  • 09/2023 → 12/2023
    The Wozny Tax Company
    Mokena, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-14
  • S66 Uniform Combined State Law Examination
    2017-08-14
Other Names
  • Bobbie Bernard
  • Roberta Bernard

View on SEC IAPD

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KOMALPREET KAUR
Austin Michael Miller

Other Offices

UBS FINANCIAL SERVICES INC. · OAKBROOK TERRACE, IL
NORTHERN TRUST SECURITIES, INC. · OAKBROOK TERRACE, IL
UBS FINANCIAL SERVICES INC. · OAKBROOK TERRACE, IL
EDELMAN FINANCIAL ENGINES · OAKBROOK TERRACE, IL
EDELMAN FINANCIAL ENGINES · Villa Park, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Oakbrook Terrace, IL
B. RILEY WEALTH ADVISORS, INC. · OAKBROOK TERRACE, IL
UBS FINANCIAL SERVICES INC. · OAKBROOK TERRAC, IL

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