Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Andrew Hodgen is a registered representative with Octavia Wealth Advisors LLC and has been in the industry since January 2012. Peter is registered in California as an Investment Adviser Representative (IAR). Peter also has an active insurance license with Alete Insurance Group and works as an insurance agent for them. Peter specializes in providing investment advice for individuals, businesses, pension plans, and high-net-worth individuals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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OH
10/29/2024 - Present
Octavia Wealth Advisors LLC (CINCINNATI OH)
Active
Inactive
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