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Girum Tesfaye

Tesfaye O'Neill Financial

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About Girum Tesfaye

Girum Tesfaye is an Investment Advisor Representative associated with Tesfaye O'Neill Financial, a firm that offers a range of financial services. Girum is licensed to provide advice in Virginia and has been in the industry since at least April 2015. Girum specializes in financial planning, portfolio management for individuals, and selection of other advisors. In addition to his role at Tesfaye O'Neill Financial, Girum is also a partner and attorney at Tesfaye Amare PLLC, an estate planning law firm.

Firm Information

Girum Tesfaye is currently registered with Tesfaye O'Neill Financial. Tesfaye O'Neill Financial is a registered investment advisor specializing in providing investment advice to individuals. The firm offers educational seminars and selection of other advisors, in addition to portfolio management.

Not reported

Assets Under Management

16

Total Clients

2

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Girum Tesfaye’s Registration & Firm History

VA

11/16/2023 - Present

Tesfaye O'Neill Financial (ALEXANDRIA VA)

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Licenses & Designations

IA

Issued 11/08/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Girum Tesfaye.
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