Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Marie McHugh is an Investment Adviser Representative associated with Octavia Wealth Advisors LLC. Susan Marie McHugh has been in the industry since April 9, 1996. Susan Marie McHugh has passed the Series 6, Series 7, Series 63, and Series 66 exams and holds licenses in Ohio. Susan Marie McHugh has previous experience with The O.N. Equity Sales Company, Fifth Third Securities, Inc. and Fidelity Brokerage Services LLC.
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
08/06/2021 - Present
Octavia Wealth Advisors LLC (CINCINNATI OH)
OH
08/30/2016 - 06/28/2021
THE O.N. EQUITY SALES COMPANY (Cincinnati OH)
OH
08/28/2007 - 08/29/2016
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
RI
01/05/2004 - 09/19/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
12/03/1992 - 09/12/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 10/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1994
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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