Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Bertorelli is a financial advisor with Octavia Wealth Advisors LLC, located in San Diego, CA. Christopher has been in the financial industry since 1994 and has a wide range of experience, including investment management, financial planning, and fixed insurance. Christopher is a Certified Financial Planner™ and holds the Series 6, 7, 63 and 65 licenses. Christopher's firm, Octavia Wealth Advisors LLC, offers a variety of services to individuals and businesses, including financial planning, investment management, and portfolio management.
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.
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
CA
12/09/2024 - Present
Octavia Wealth Advisors LLC (SAN DIEGO CA)
MA
01/09/2007 - 08/11/2023
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (BOSTON MA)
MA
12/14/2011 - 12/31/2012
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
12/05/1994 - 01/10/2007
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
09/28/1994 - 12/31/1994
MFS FINANCIAL SERVICES, INC. (BOSTON MA)
IA
Issued 05/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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