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Ryan Sellars is a financial advisor registered with Octavia Wealth Advisors LLC, a firm based in Cincinnati, Ohio. Ryan has been in the financial industry since 2017 and is a Certified Financial Planner. Ryan has a Series 65 license which allows him to provide investment advice to clients in Ohio and Texas. Ryan has a background in the financial industry and has worked in a variety of roles including investment advisor, financial planner, and wealth manager. Ryan has a passion for helping clients achieve their financial goals and is committed to providing personalized and comprehensive financial planning services.
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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2
OH
12/09/2024 - Present
Octavia Wealth Advisors LLC (CINCINNATI OH)
IA
Issued 05/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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