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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Athena? Claim Your ProfileAthena Felhandler is a financial advisor with Arbor Point Advisors, a firm with offices in Southfield, MI. Athena has been in the financial industry since 2004. She is a registered representative and investment advisor representative. Athena's experience includes working with individuals, businesses, and pension plans.
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.
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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MI
11/06/2020 - Present
Arbor Point Advisors (SOUTHFIELD MI)
MI
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Southfield MI)
MI
09/06/2019 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Southfield MI)
MI
09/15/2017 - 10/31/2018
EF LEGACY SECURITIES, LLC (NOVI MI)
MI
12/21/2007 - 08/18/2017
FIDELITY BROKERAGE SERVICES LLC (SOUTHFIELD MI)
MI
09/06/2004 - 12/13/2007
CITIGROUP GLOBAL MARKETS INC. (SOUTHFIELD MI)
BOTH
Issued 06/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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