Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Shusterman is an investment advisor representative at Octavia Wealth Advisors LLC. Peter has been in the financial services industry since 1986. Peter has worked with OSAIC WEALTH, INC., SAGEPOINT FINANCIAL, INC., SENTRA SECURITIES CORPORATION, LINSCO/PRIVATE LEDGER CORP., and FIRST INVESTORS CORPORATION. Peter is registered with the state of California. Peter has worked with clients including high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, state or municipal government entities, and individuals other than high-net-worth. Peter provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for 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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CA
10/19/2023 - Present
Octavia Wealth Advisors LLC (San Diego CA)
CA
09/01/2023 - 10/20/2023
OSAIC WEALTH, INC. (SAN DIEGO CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
AZ
07/02/1999 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
SC
08/07/1986 - 07/07/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
02/05/1986 - 09/29/1986
FIRST INVESTORS CORPORATION
BOTH
Issued 08/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/1987
Series 24 - General Securities Principal Examination
BC
Issued 11/17/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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