Unclaimed Profile

Janet Marie Plewes

OCTAGON FINANCIAL SERVICES INC·MCLEAN, Virginia

SIE, Series 7, Series 63, Series 65Clean record26 years registeredOCTAGON FINANCIAL SERVICES INC

7950 JONES BRANCH DRIVE, MCLEAN, VA 22107CRD# 2477225Firm CRD# 107335

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Janet Marie Plewes · MCLEAN, VA

Registration

CRD #2477225 · OCTAGON FINANCIAL SERVICES INC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: OCTAGON FINANCIAL SERVICES INC

STRATEGIC FINANCIAL PLANS, INC.

Nov 2016 – Nov 2021

Naples, FL

OFS

Apr 2000 – May 2013

MCLEAN, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · April 26, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OCTAGON FINANCIAL SERVICES INC

CRD 107335 · SEC 801-20076

AUM

$1.2B

Regulatory assets under management

Employees

2,279 client accounts

Services offered by OCTAGON FINANCIAL SERVICES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OCTAGON FINANCIAL SERVICES INC →

Introduction

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Frequently Asked Questions

What services does Janet Marie Plewes offer?

Janet Marie Plewes specializes in Financial Planning, Investment Management.

What are Janet Marie Plewes's credentials?

Janet Marie Plewes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Janet Marie Plewes located?

Janet Marie Plewes is based in MCLEAN, Virginia, last registered with OCTAGON FINANCIAL SERVICES INC.

How does Janet Marie Plewes charge for services?

Janet Marie Plewes's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OCTAGON FINANCIAL SERVICES INC?

OCTAGON FINANCIAL SERVICES INC has approximately 23 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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