Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xavier? Claim Your ProfileXavier Mendoza is an investment advisor representative with Octavia Wealth Advisors LLC. Xavier is registered with the state of California and Texas. Xavier has been in the securities industry since September 23, 2010 and currently holds the Series 66, Series 7 and SIE securities licenses.
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
12/04/2020 - Present
Octavia Wealth Advisors LLC (San Diego CA)
CA
09/23/2010 - 12/16/2020
EQUITABLE ADVISORS, LLC (SAN DIEGO CA)
BOTH
Issued 11/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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