Kseniya Mendoza (CRD# 6637051) is an Investment Advisor Representative working at Octavia Wealth Advisors LLC in Cincinnati, OH and has over 5 years of experience in the finance industry. Kseniya Mendoza has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Purshe Kaplan Sterling Investments Inc. | Albany, NY | Jan 2021 - Current | 3 |
Octavia Wealth Advisors LLC | San Diego, CA | Nov 2020 - Current | 3 |
Octavia Risk Management LLC | San Diego, CA | Nov 2020 - Current | 3 |
Equitable Advisors, LLC | New York, NY | Mar 2019 - Nov 2020 | 1 |
Axa Advisors, LLC | Laredo, TX | Mar 2019 - Jun 2020 | 1 |
Unemployed | Laredo, TX | Jan 2019 - Feb 2019 | < 1 |
Bourke Wealth Mgmt, Lpl Financial | Santa Barbara, CA | Apr 2016 - Dec 2018 | 2 |
Fitness Impact | Santa Barbara, CA | Jun 2009 - Mar 2018 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- CA
- TX
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Total Assets Under Management1,444MILLIONS
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Total Number of Accounts5,444ACCOUNTS
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Average Account Value$265,245
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA
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