Michelle L. Zahn
Professional summary
Michelle Lee Zahn, who also goes by Michelle Lee Klegseth, is a registered financial professional currently at ATHENE SECURITIES, LLC located in West Des Moines, Iowa.
Michelle is registered as a RR (Registered Representative) and started their career in finance in 2001. Michelle has worked at 5 firms and has passed the Series 7TO, Series 6TO, SIE, Series 7, Series 6, Series 26, Series 4, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Michelle Lee Zahn's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 17, 2023 - Present
ATHENE SECURITIES, LLC
Office #1: 7700 Mills Civic Parkway, West Des Moines, IA 50266October 11, 2012 - December 9, 2014
NEW ENGLAND SECURITIES
October 11, 2012 - December 31, 2020
METLIFE INVESTORS DISTRIBUTION COMPANY
January 1, 2004 - April 21, 2011
VOYA FINANCIAL ADVISORS, INC.
November 30, 2001 - January 1, 2004
LOCUST STREET SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 7/12/2023
General Securities Representative ExaminationSeries 6TO
Date: 7/12/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
ATHENE SECURITIES, LLC
CRD#: 36867 / SEC#: , 8-47499
Contact information
FINRA licenses (51 States and Territories)
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ATHENE SECURITIES, LLC
CRD#: 36867West Des Moines, IA 50266TRUST BUT VERIFY
Monitor Michelle Zahn
Get automatic monthly alerts on:
