Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Octavia? Claim Your ProfileOctavia Jones has been in the financial services industry for over 16 years. Octavia is a registered representative of Northwestern Mutual Investment Services, LLC. Octavia's current firm, Northwestern Mutual Investment Services, LLC has offices in Atlanta and Charleston. Octavia has an active branch office in Atlanta. Octavia holds the Series 66, 10, 9, SIE and Series 7 licenses. Octavia is licensed in 51 states plus the District of Columbia.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
GA
10/24/2007 - Present
Northwestern Mutual Investment Services, LLC (ATLANTA GA)
BOTH
Issued 03/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/13/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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