Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Athena? Claim Your ProfileAthena Guess is a financial advisor with over 9 years of experience in the industry. Athena is currently registered with Valic Financial Advisors, Inc., and has worked with a variety of clients, including high-net-worth individuals and corporations. Previously, Athena was employed by MML Investors Services, LLC in Springfield, MA, Alliance-One Investments, LLC in Bloomfield, CT, MetLife Investors Distribution Company in Bloomfield, CT and New England Securities in Bloomfield, CT. Athena holds Series 4, 6, 7, 24 and 63 licenses. Athena offers a range of financial services, including portfolio management for individuals and financial planning.
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.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
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2
TX
09/07/2023 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
MA
05/16/2018 - 08/14/2023
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
CT
08/11/2017 - 04/16/2018
ALLIANCE-ONE INVESTMENTS, LLC (Bloomfield CT)
CT
05/08/2014 - 08/11/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (BLOOMFIELD CT)
CT
05/08/2014 - 12/04/2014
NEW ENGLAND SECURITIES (BLOOMFIELD CT)
BC
Issued 08/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2019
Series 4 - Registered Options Principal Examination
BC
Issued 12/17/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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