Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Athena? Claim Your ProfileAthena Ole is a registered representative with J.p. Morgan Securities LLC in NEW YORK, NY. Athena has over 20 years of experience in the financial services industry, and has been registered with the firm since September 29, 2023. Prior to joining J.p. Morgan Securities LLC, Athena worked at FIRST REPUBLIC SECURITIES COMPANY, LLC in NEW YORK, NY, NFSTX, LLC in New York, NY, NPM SECURITIES, LLC in NEW YORK, NY, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in JERSEY CITY, NJ, and BANC OF AMERICA INVESTMENT SERVICES, INC. in BOSTON, MA. Athena holds a variety of licenses, including Series 66, Series 63, Series 24, Series 99TO, SIE, Series 31, and Series 7. Athena specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
09/29/2023 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
02/09/2022 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NY
06/01/2018 - 01/25/2022
NFSTX, LLC (New York NY)
NY
06/01/2018 - 01/25/2022
NPM SECURITIES, LLC (NEW YORK NY)
NJ
02/28/2008 - 06/05/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JERSEY CITY NJ)
MA
05/18/2009 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
05/22/2002 - 06/29/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 05/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 05/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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