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DAVID HELVERSON, CRPC®, ADPA®

First Vice President - Investments

Address: 30 South Wacker Drive, SUITE 4000 , Chicago , IL 60606-9578
Phone: 312-630-7000 | 800-227-8488 Fax: 312-630-7141

My Background

My Associate(s): Karina Bilotti, Senior Registered Client Associate

My Experience

1986 - Present : Wells Fargo Advisors, Financial Advisor
1981 - 1986 : National Steel Corporation, Account Manager

My Education & Credentials

University of Illinois at Urbana, B.S. Marketing
Loyola University of Chicago, M.B.A.

My Areas of Focus

My Community Involvement

Center on Halsted Board of Directors, 1998-2007, 2013-
Jazz Institute of Chicago Board of Directors 2012-

Securities Registered in the following states: AZ, CA, CO, FL, GA, IL, IN, NJ, NV, NY, PA, WA, WI
Insurance licensed in the following states: IL, IN
DAVID HELVERSON: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Illinois : Chicago Branch

Investment and Insurance Products:

Are Not insured by the FDIC or any other federal government agency
Are Not deposits of or guaranteed by a Bank
May Lose Value

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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