Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Octavia? Claim Your ProfileOctavia Bonet Bates is a financial advisor registered with J.p. Morgan Securities LLC. Bates holds the Series 63, 6TO, and SIE licenses and is registered in Indiana. Octavia has been working in the financial industry since October 24, 2023. She is affiliated with the Gary, IN branch office of J.p. Morgan Securities LLC. Bates provides investment advisory services to individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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IN
10/25/2023 - Present
J.p. Morgan Securities LLC (GARY IN)
BC
Issued 01/09/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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