Unclaimed
Athena Marie Purdon is a licensed securities professional with over 20 years of experience in the financial services industry. Athena is currently registered with MM Ascend Life Investor Services, LLC and has held several licenses and registrations throughout her career. Athena's expertise spans a range of financial services, including securities trading and operations.
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.
Maintaining registration but not actively providing advisory 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.
Maintaining registration but not serving clients
1
2
OH
11/01/2000 - Present
MM Ascend Life Investor Services, LLC (CINCINNATI OH)
BOTH
Issued 04/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2003
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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