Paige Marie Wilhelm

Employer firm

Federated Investment Counseling CRD 105325

$207B regulatory AUM 35 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Educational seminars
• ADVISER ALSO PROVIDES MODEL PORTFOLIOS AND ASSET ALLOCATION RECOMMENDATIONS AND PERIODIC UPDATES TO THEM.

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1985 → Present
  Federated Hermes, Inc.
  Pittsburgh, PA
• 03/1997 → Present
  Federated Investment Counseling
  Pittsburgh, PA
• 07/1994 → Present
  Federated Investment Management Company
  Pittsburgh, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  1991-11-12

Other Names

• Paige Marie Helfman
• Paige Wilhelm