Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Octaviano? Claim Your ProfileOctaviano Montejano is a financial professional with over 15 years of experience in the financial services industry. Octaviano is currently registered with Allstate Financial Services, LLC and holds a Series 6, Series 26, and Series 63 license. Octaviano is also a registered representative in California. Prior to joining Allstate Financial Services, LLC, Octaviano was employed by PFS INVESTMENTS INC. Octaviano has a strong background in investment company products and variable contracts. Octaviano is committed to providing his clients with the highest level of service and expertise.
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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CA
07/26/2011 - Present
Allstate Financial Services, LLC (DINUBA CA)
CA
01/30/2006 - 03/15/2011
PFS INVESTMENTS INC. (VISALIA CA)
BC
Issued 11/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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