Ashley Seyberth

Wealth Advisor at Octavia Wealth Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Cincinnati, Ohio, US
Languages
  • English Native or bilingual proficiency
  • French Elementary proficiency

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Bio

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Credentials

  • Series 65
    Financial Industry Regulatory Authority (FINRA)
    Feb, 2019
    - Nov, 2024
  • Series 7
    Financial Industry Regulatory Authority (FINRA)
    Jun, 2017
    - Nov, 2024
  • Series 63
    Financial Industry Regulatory Authority (FINRA)
    Jan, 2017
    - Nov, 2024
  • Series 6
    Financial Industry Regulatory Authority (FINRA)
    Dec, 2016
    - Nov, 2024
  • Resident Major Lines: Accident & Health, Life
    Ohio Department of Insurance
    Jan, 2016
    - Nov, 2024

Experience

  • Octavia Wealth Advisors
    • Wealth Advisor
      • Jun 2020 - Present

      As a wealth advisor, I provide my expertise to help client’s build an appropriate plan to meet their financial goals.Octavia Wealth Advisors, LLC ("Octavia") is a registered investment advisor. Octavia provides investment advisory and related services for clients nationally. Octavia will maintain all applicable registration and licenses as required by the various states in which Octavia conducts business, as applicable.

  • Midwest Financial Partners, LLC
    • Financial Professional
      • Mar 2015 - Jun 2020

      AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer-M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9d Midwest Financial Partners, LLC is not owned or operated by AXA Network or its affiliates.

  • Skyline Chili
    • Server
      • Aug 2014 - Mar 2015

      Being a family-owned restaurant, Skyline Chili is a place where families come to have a great meal and a good time. A warm, welcoming atmosphere is the first thing noticed when walking in the front door. Basic skills included serving, bussing, cleaning, food preparation, and guest service.

  • Cheddar's Casual Cafe
    • Server
      • Jul 2013 - Apr 2014

      Here I provide guests with service that they would expect from family – catering to their need before they even have to ask, no drink goes empty. Basic skills comprised of running a register, clear communication, and guest empathy.

Education

  • University of Cincinnati
    -
  • Colerain High School
    -

Community

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