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Julia McAleese

Athene Securities, LLC

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About Julia McAleese

Julia McAleese is a financial advisor with Athene Securities, LLC and Apollo Global Securities, LLC. Julia has been in the industry since 2020 and is registered to provide securities advice in 22 states. Julia is a Series 7, Series 66, and SIE licensed professional.

Firm Information

Julia McAleese is currently registered with Athene Securities, LLC. Athene Securities, LLC is a Limited Liability Company formed on April 21, 2006. The firm is registered with the SEC and in all 51 states.

Not reported

Assets Under Management

Not reported

Total Clients

191

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Julia McAleese’s Registration & Firm History

IA

03/19/2024 - Present

Athene Securities, LLC (WEST DES MOINES IA)

NJ

02/04/2022 - 03/20/2023

UBS SECURITIES LLC (Weehawken NJ)

NJ

09/17/2020 - 03/20/2023

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 09/10/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/27/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/22/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julia McAleese.
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