Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Octaviana? Claim Your ProfileOctaviana Volk is an investment professional with over 17 years of experience in the financial services industry. Currently, Octaviana Volk is a Registered Representative at LPL Financial LLC in Bridgeport, CT. Before joining LPL Financial LLC, Octaviana Volk worked at several other firms, including People's Securities, Inc., Lincoln Investment, Great American Advisors, Inc., Chase Investment Services Corp., BNY Investment Center Inc., NFB Investment Services Corp. and Greenpoint Securities LLC. Octaviana Volk holds Series 6, SIE and Series 63 licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CT
08/17/2022 - Present
LPL Financial LLC (BRIDGEPORT CT)
NY
02/21/2012 - 08/17/2022
PEOPLE'S SECURITIES, INC. (GARDEN CITY NY)
NY
08/02/2010 - 08/08/2011
LINCOLN INVESTMENT (SMITHTOWN NY)
NY
12/24/2009 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (SMITHTOWN NY)
NY
10/04/2006 - 07/02/2009
CHASE INVESTMENT SERVICES CORP. (FLUSHING NY)
NY
04/03/2006 - 10/04/2006
BNY INVESTMENT CENTER INC. (NEW YORK NY)
NY
01/03/2005 - 03/02/2006
NFB INVESTMENT SERVICES CORP. (MELVILLE NY)
NY
05/17/2004 - 01/03/2005
GREENPOINT SECURITIES LLC (LAKE SUCCESS NY)
BC
Issued 07/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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