Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Octavia? Claim Your ProfileOctavia Katrina Coleman is a financial professional with over 10 years of experience in the industry. Octavia is currently registered with Alight Financial Solutions, LLC. She holds Series 6, Series 63 and SIE licenses. Octavia has a proven track record of success in providing financial advice to clients.
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.
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.
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NC
08/29/2024 - Present
Alight Financial Solutions, LLC (CHARLOTTE NC)
MA
03/24/2021 - 10/18/2023
SS&C MARKET SERVICES, LLC (BOSTON MA)
VA
06/30/2015 - 10/01/2020
ICMA-RC SERVICES, LLC (Richmond VA)
MA
06/04/2004 - 05/24/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/04/2004 - 05/24/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NC
07/01/2003 - 03/05/2004
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
CA
08/21/2001 - 07/01/2003
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
BC
Issued 11/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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