Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Athena? Claim Your ProfileAthena Gatan is a financial advisor at Ameriprise Financial Services, LLC, with over 27 years of experience in the industry. Athena holds the Series 6, 7, 26, 63, and 66 licenses, along with the SIE exam. Athena has previously worked for IDS Life Insurance Company and WMA Securities, Inc.. Athena's clients are primarily individuals, high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Athena provides financial planning, portfolio management, educational seminars, publication of periodicals, and selection of other advisors.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
1
2
WA
06/07/2022 - Present
Ameriprise Financial Services, LLC (Seattle WA)
AZ
08/03/2001 - 03/28/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Peoria AZ)
MN
08/03/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
GA
12/08/2000 - 08/02/2001
WMA SECURITIES, INC. (DULUTH GA)
GA
04/07/2000 - 11/21/2000
WMA SECURITIES, INC. (DULUTH GA)
GA
02/03/1995 - 02/08/2000
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 09/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/02/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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