Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Athena? Claim Your ProfileAthena Michelle annette Squyres is a financial professional with over 19 years of experience in the financial services industry. Athena is currently registered with Ameriprise Financial Services, LLC and has a Series 7, Series 24, Series 63 and Series 66 licenses. Athena has previously worked for SagePoint Financial, Inc. and Mutual Service Corporation. Athena's specializations include insurance, annuities, mutual funds, variable annuities, fixed annuities, investment advisory services, retirement planning and estate 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.
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.
Asset allocation 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.
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
11/29/2014 - Present
Ameriprise Financial Services, LLC (THE WOODLANDS TX)
TX
05/11/2006 - 08/20/2014
SAGEPOINT FINANCIAL, INC. (SPRING TX)
MA
05/18/2004 - 11/08/2005
MUTUAL SERVICE CORPORATION (BOSTON MA)
BOTH
Issued 11/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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