Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Farlow is a financial advisor with Octavia Wealth Advisors LLC. Susan has been in the financial services industry since 2011. Susan holds the Series 6, 7, 63 and 65 licenses. In addition to Octavia Wealth Advisors LLC, Susan is also a Registered Representative with Purshe Kaplan Sterling Investments, Inc. and is also an insurance agent with Octavia Risk Management LLC. Susan's areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses.
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
09/28/2021 - Present
Octavia Wealth Advisors LLC (CINCINNATI OH)
OH
08/16/2018 - 09/24/2021
UBS FINANCIAL SERVICES INC. (CINCINNATI OH)
OH
08/12/2016 - 08/03/2018
PNC INVESTMENTS (CINCINNATI OH)
OH
06/04/2013 - 07/20/2016
AXA ADVISORS, LLC (WEST CHESTER OH)
CO
01/22/2013 - 06/04/2013
THE LEADERS GROUP, INC. (LITTLETON CO)
NY
06/21/2011 - 12/31/2012
ING FINANCIAL PARTNERS, INC. (SCHENECTADY NY)
IA
Issued 06/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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