Cindy Helman

About Cindy Helman

Experienced Owner with a demonstrated history of working in the financial services industry. Strong entrepreneurship professional skilled in Securities, Financial Advisory, Estate Planning, Fundraising, and Mutual Funds.

Experience

1. Owner

   Money Concepts

   Jan 1995 — Present

   All Securities Through Money Concepts Capital Corp. Member FINRA/SIPC”411 W. Russell Road, Sidney, OH 45••••••••76Disclaimer (LinkedIn)Money Concepts is not affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. MoneyConcepts does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on our LinkedIn page. Money Concepts does not control, serve, adopt or endorse any advertising, messages or content that LinkedIn may publish on it site or on the Money Concepts page. Money Concepts does not adopt or endorse any products, services, advertisements, recommendations or statements or any other content that may appear of LinkedIn or on other LinkedIn -affiliated sites. No part of this page is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice.This Page is intended for US persons only Any non-Money Concepts URLs or external websites mentioned on LinkedIn are unaffiliated with Money Concepts. Money Concepts has not been involved in the preparation of the content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for its Content. Third party marks appearing herein are the property of their respective owners. Guarantees are subject to the claims-paying ability of the issuing insurance company Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money.Courtview Financial Group is an independent firm not affiliated with Money Concepts Capital Corp.All Securities Offered Through Money Concepts Capital Corp. Member FINRA / SIPC© 19••••17 Money Concepts International Inc.

Education

• Edison Community College

  AS, Business Administration

  1986 — 1988

• Wright State University

  Bachelor of Science in Business, Accounting and Finance

  1988 — 1990

• Graham High School

  College/University Preparatory and Advanced High School/Secondary Diploma Program

Skills

• Mutual Funds
• Securities
• Estate Planning
• Financial Advisory
• Financial Planning
• Insurance
• Financial Analysis
• Customer Service
• Wealth Management
• Investments
• Fundraising
• Community Service