Unclaimed
Athena Webster is a financial advisor currently working at Eagle Strategies LLC. Athena is registered as a broker and investment advisor in the state of California. Before working at Eagle Strategies LLC, Athena Webster worked at Bankers Life Securities, Inc., a firm based in Stockton, California. Athena is also licensed in New York, Florida, Utah, Virginia, and Washington. Athena Webster has passed the Series 6, 7TO, and 63 exams and the Securities Industry Essentials Examination. Athena also holds the Series 66 license, a Uniform Combined State Law Examination. Athena Webster has been in the financial industry since January 9, 2017. Athena Webster is also an insurance broker and provides financial planning and consulting services to 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
04/25/2023 - Present
Eagle Strategies LLC (POLLOCK PINES CA)
CA
12/15/2016 - 11/14/2017
BANKERS LIFE SECURITIES, INC. (STOCKTON CA)
BOTH
Issued 3/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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