Unclaimed
Kurt Volker is an investment advisor representative for Octavia Wealth Advisors LLC, working out of the San Diego, California office. Kurt has been in the financial services industry since January 31, 2016. Kurt is also a Registered Representative with Purshe Kaplan Sterling Investments, Inc. Kurt is registered to provide investment advisory services in California and Massachusetts.
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
06/12/2020 - Present
Octavia Wealth Advisors LLC (San Diego CA)
CA
11/20/2018 - 07/07/2020
EQUITABLE ADVISORS, LLC (SAN DIEGO CA)
CA
12/09/2015 - 09/26/2018
MORGAN STANLEY (LA JOLLA CA)
BOTH
Issued 01/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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