Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Bodnar is an investment advisor representative with Octavia Wealth Advisors LLC. Mark has been a registered representative for over 35 years, holding several licenses including Series 7, 63, and 65. Mark has a strong background in providing financial advice and portfolio management services to individuals, businesses, and institutions. Mark is also a Certified Financial Planner and a Chartered Financial Consultant. Mark's experience and expertise make him well-suited to help clients achieve their financial goals.
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
06/12/2020 - Present
Octavia Wealth Advisors LLC (Cincinnati OH)
OH
05/06/1987 - 07/10/2020
EQUITABLE ADVISORS, LLC (BLUE ASH OH)
NY
05/06/1987 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
07/02/1984 - 03/24/1987
VESTAX SECURITIES CORPORATION
NA
11/22/1983 - 09/10/1984
PORTFOLIO SECURITIES TRANSACTIONS CORPORATION
NA
01/05/1984 - 07/05/1984
E.R. KELLER & CO., INC.
IA
Issued 05/31/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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