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Tracy Lynn Helmer
Gestionnaire de Portefeuille-Actions chez
German American Bancorp, Inc. (Investment Management)
Profil
Ms. Tracy L.
Helmer is a Senior Financial Consultant at German American Bancorp, Inc. She joined German American in 2012 as a Financial Consultant, being promoted to Senior Financial Consultant in 2015.
Ms. Helmer was previously employed as a Principal by IFC Holdings, Inc. and a Principal by ONB Investment Services , Inc.
She received her undergraduate degree from Purdue University.
She holds FINRA registrations Series 7 and 66 with LPL Financial, along with being licensed for Life and Health insurance with her Long Term Care endorsement.
Postes actifs de Tracy Lynn Helmer
| Sociétés | Poste | Début |
|---|---|---|
German American Bancorp, Inc. (Investment Management)
 German American Bancorp, Inc. (Investment Management) Investment ManagersFinance German American-IM builds an investment portfolio based on their client’s risk tolerance and timeline. | Gestionnaire de Portefeuille-Actions | 01/11/2012 |
Anciens postes connus de Tracy Lynn Helmer
| Sociétés | Poste | Fin |
|---|---|---|
ONB Investment Services , Inc.
 ONB Investment Services , Inc. Investment Banks/BrokersFinance Securities broker/dealer | Corporate Officer/Principal | 01/08/2010 |
IFC Holdings, Inc.
 IFC Holdings, Inc. Investment ManagersFinance IFC Holdings' advisory services are generally designed for long-term investing in which investment positions are maintained for a longer period of time, short-term investment strategies which seek to take advantage of frequent market movements may also be made available to accommodate certain circumstances. The firm provides investment advice concerning various types of investments, including, equity securities (exchange-listed securities, securities traded over-the-counter, and foreign issuer securities trading as American Depository Receipts), warrants, commercial paper, corporate debt securities (other than commercial paper), certificates of deposit, municipal securities, investment company securities, variable annuities, variable life insurance, U.S. Government securities, option contracts, fixed insurance, unit investment trusts, ETFs, interests in partnerships involving real estate, oil and gas, certain types of structured investment products, and other investments. | Corporate Officer/Principal | 01/11/2009 |
Formation de Tracy Lynn Helmer
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
1
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
IFC Holdings, Inc.
IFC Holdings, Inc. Investment ManagersFinance IFC Holdings' advisory services are generally designed for long-term investing in which investment positions are maintained for a longer period of time, short-term investment strategies which seek to take advantage of frequent market movements may also be made available to accommodate certain circumstances. The firm provides investment advice concerning various types of investments, including, equity securities (exchange-listed securities, securities traded over-the-counter, and foreign issuer securities trading as American Depository Receipts), warrants, commercial paper, corporate debt securities (other than commercial paper), certificates of deposit, municipal securities, investment company securities, variable annuities, variable life insurance, U.S. Government securities, option contracts, fixed insurance, unit investment trusts, ETFs, interests in partnerships involving real estate, oil and gas, certain types of structured investment products, and other investments. | Finance |
ONB Investment Services , Inc.
ONB Investment Services , Inc. Investment Banks/BrokersFinance Securities broker/dealer | Finance |
Purdue University
 Purdue University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
German American Bancorp, Inc. (Investment Management)
German American Bancorp, Inc. (Investment Management) Investment ManagersFinance German American-IM builds an investment portfolio based on their client’s risk tolerance and timeline. | Finance |
