Helen C Bost

Current Employers

Employment History

• 06/2013 → 03/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New Orleans, LA
• 01/2014 → 03/2024
  Bank Of America, N.A.
  New Orleans, LA
• 03/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2024 → Present
  Cetera Investment Advisers
  Schaumburg, IL

Previous Registrations

• 2013-10-04 → 2024-03-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New Orleans, LA

Other Businesses

1. NAME OF OTHER BUSINESS: LEARN TO LIVE GLOBAL; INVESTMENT RELATED: NO; ADDRESS: NEW ORLEANS, LA 70119 NATURE OF BUSINESS: PROVIDE HEALTH CARE, CLEAN WATER AND HEALTH EDUCATION TO COMMUNITIES; START DATE: 01/2019; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: ASSIST WITH LONG TERM VISION AND PLANNING FOR THE SHORT AND LONG-TERM FUTURE, ORGANIZING FUNDRAISERS, AND ASSISTING WITH PREPARATION FOR PITCHES TO LARGE DONORS; 2. NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 03/2024; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 50; BRIEF DESCRIPTION OF DUTIES: SECURITIES AND PLANNING BUSINESS;

Exams

• S66 Uniform Combined State Law Examination
  2013-10-02

Designations

Other Names

• Helen Charlotte Bost
• Helen Bost
• Helen Bost Karel
• Helen Karel