Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Athena creezel? Claim Your ProfileAthena creezel Bellodo is a financial professional with over 14 years of experience in the industry. Currently, Athena is registered with Morgan Stanley in South Jordan, Utah. Previously, Athena was associated with E*TRADE SECURITIES LLC. Athena holds the Series 7, 24, 63, 99TO and SIE licenses. Athena has a broad range of experience and has earned the following specializations: 1, 2, 3, 4, 5, 6, 7.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
UT
09/05/2023 - Present
Morgan Stanley (SOUTH JORDAN UT)
UT
09/30/2016 - 09/05/2023
E*TRADE SECURITIES LLC (SANDY UT)
NA
04/04/2014 - 09/30/2016
E*TRADE CLEARING LLC (MAKATI CITY, MANILA METRO )
NA
08/06/2009 - 04/04/2014
E*TRADE SECURITIES LLC (MAKATI CITY, MANILA METRO )
BC
Issued 08/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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