Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Athena? Claim Your ProfileAthena Cristina Yost is a financial advisor who has been working in the industry since 2007. Athena has a Series 7, Series 31, and Series 63 securities license and a Series 65 investment advisor license. Athena is currently registered with Charles Schwab & CO., Inc. and has previously been registered with Fidelity Brokerage Services LLC, BlackRock Investments, LLC, BlackRock Fund Distribution Company, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Morgan Stanley & Co. Incorporated, and McLaughlin, Piven, Vogel Securities, Inc. Athena is a financial advisor and wrap fee program sponsor who is a member of the referral program at Charles Schwab.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
08/03/2022 - Present
Charles Schwab & CO., Inc. (Lafayette CA)
MD
09/15/2015 - 06/08/2022
FIDELITY BROKERAGE SERVICES LLC (BETHESDA MD)
CA
01/03/2012 - 08/06/2015
BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)
NJ
05/10/2010 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (JERSEY CITY NJ)
CA
06/01/2009 - 04/29/2010
MORGAN STANLEY SMITH BARNEY (SAN FRANCISCO CA)
CA
09/29/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
CA
09/12/2007 - 09/22/2008
MORGAN STANLEY & CO. INCORPORATED (OAKLAND CA)
CA
09/19/2006 - 08/07/2007
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (SAN FRANCISCO CA)
IA
Issued 10/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 09/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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