Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margery? Claim Your ProfileMargery Lynn Onesty is a financial advisor registered with Osaic FA, Inc., with a branch office located in Newport News, Virginia. Margery has been in the industry since May 30, 2010 and holds Series 63 and Series 7 licenses. She is also a registered Investment Advisor Representative. Margery's experience includes working at Morgan Stanley, BB&T Securities, LLC, and Scott & Stringfellow, LLC. She has a wide range of specializations, including providing portfolio management services for businesses and individuals, financial planning, and educational seminars. Margery is committed to providing her clients with personalized financial advice and guidance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan consulting services provided on a limited basis.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
01/25/2022 - Present
Osaic FA, Inc. (Newport News VA)
VA
07/24/2015 - 05/01/2019
MORGAN STANLEY (WILLIAMSBURG VA)
VA
01/02/2013 - 07/30/2015
BB&T SECURITIES, LLC (WILLIAMSBURG VA)
VA
09/05/2007 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (WILLIAMSBURG VA)
IA
Issued 07/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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