Unclaimed
Octavia Dunlap Hill is a financial professional with over five years of experience in the financial services industry. Octavia currently works with Tiaa-Cref Individual & Institutional Services, LLC and is registered with FINRA as a Registered Representative. Octavia has a Series 6 license and has passed the SIE and Series 63 exams. Octavia Dunlap Hill is licensed to sell securities in 51 states.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
NC
09/17/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
OK
10/31/2019 - 01/26/2021
ALLIANCE-ONE INVESTMENTS, LLC (Tulsa OK)
NC
02/18/2016 - 10/31/2019
METLIFE INVESTORS DISTRIBUTION COMPANY (Charlotte NC)
NC
02/16/2016 - 06/30/2016
METLIFE SECURITIES, INC (CHARLOTTE NC)
BC
Issued 10/25/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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