Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Athena? Claim Your ProfileAthena Keller is a financial advisor with over 19 years of experience in the industry. Athena is currently registered with Wells Fargo Advisors Financial Network, LLC, in California and Texas. Athena has a Series 66, Series 7, Series 9, Series 10, and SIE licenses. Prior to joining Wells Fargo Advisors Financial Network, LLC, Athena worked with Wells Fargo Clearing Services, LLC and Brookstreet Securities Corporation. Athena specializes in investment consulting services, financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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.
Investment consulting services to institutional 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
12/14/2022 - Present
Wells Fargo Advisors Financial Network, LLC (BEVERLY HILLS CA)
CA
01/11/2005 - 10/16/2019
WELLS FARGO CLEARING SERVICES, LLC (LOS ANGELES CA)
CA
07/21/2004 - 10/27/2004
BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)
BOTH
Issued 04/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/31/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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