Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Setzekorn is an active investment advisor representative with Octavia Wealth Advisors LLC and a registered representative with Purshe Kaplan Sterling Investments, Inc. Justin has been in the industry since 2005. He currently holds Series 7, Series 24, Series 63, and Series 65 licenses. Justin is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in working with high-net-worth individuals, corporations, pension plans, and other investment advisors. Justin’s services include financial planning, portfolio management, and selection of other advisors.
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
OH
01/09/2024 - Present
Octavia Wealth Advisors LLC (Cincinnati OH)
OH
01/19/2006 - 07/10/2020
EQUITABLE ADVISORS, LLC (WEST CHESTER OH)
NY
07/11/2005 - 11/07/2005
EHRENKRANTZ KING NUSSBAUM, INC. (MELVILLE NY)
IA
Issued 02/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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