Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Athena? Claim Your ProfileAthena Katsis Doty is a registered representative with Janney Montgomery Scott LLC, licensed to provide financial services in Florida and North Carolina. Athena has been in the financial services industry since 2008, having previously worked with Raymond James Financial Services, Inc. Athena holds Series 7, Series 66, and SIE licenses and has earned a state law examination. Athena's background and experience are reflected in her client focus on providing financial planning services, portfolio management for both individuals and businesses, pension consulting, and educational seminars to a wide range of clients, including high-net-worth individuals, corporations, and retirement 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NC
08/01/2017 - Present
Janney Montgomery Scott LLC (Goldsboro NC)
NC
04/11/2008 - 08/03/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (GOLDSBORO NC)
BOTH
Issued 05/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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