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Justin Tex Roberto

Tesfaye O'Neill Financial

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About Justin Tex Roberto

Justin Tex Roberto is a financial professional with a wide range of experience in the insurance and financial services industries. Justin has a proven track record of success in providing financial advice and guidance to individuals and families. Justin is registered with the state of Virginia as an Investment Advisor Representative and holds several industry licenses including Series 7, 66, and SIE. Justin is also a PGA professional, which gives him a unique understanding of the needs of athletes and their families. Justin is currently affiliated with Tesfaye O'Neill Financial LLC, a firm that provides a comprehensive suite of financial services. Justin is committed to providing his clients with personalized financial advice and guidance that meets their individual needs.

Firm Information

Justin Roberto 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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Justin Roberto’s Registration & Firm History

VA

12/13/2024 - Present

Tesfaye O'Neill Financial (ALEXANDRIA VA)

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Licenses & Designations

BOTH

Issued 12/06/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/04/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/03/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/14/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Tex Roberto.
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