Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nona? Claim Your ProfileNona Belous is a financial advisor with Osaic Wealth, Inc. in CASTRO VALLEY, CA. Nona has over 20 years of experience in the financial services industry. Nona has a wide range of experience, including working with Ameritas Investment Corp., Securities America, Inc. and Waddell & Reed. Nona specializes in financial planning, investment management, and insurance. Nona also provides services for individuals and businesses, pensions, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
06/14/2024 - Present
Osaic Wealth, Inc. (CASTRO VALLEY CA)
CA
10/11/2017 - 06/14/2024
SECURITIES AMERICA, INC. (CASTRO VALLEY CA)
CA
11/15/2013 - 10/19/2017
WADDELL & REED (CAMPBELL CA)
CA
12/03/2009 - 11/22/2013
METLIFE SECURITIES INC. (WALNUT CREEK CA)
CA
06/30/2006 - 12/15/2009
AMERITAS INVESTMENT CORP. (SAN RAMON CA)
CA
02/07/2006 - 06/30/2006
CARILLON INVESTMENTS, INC. (DANVILLE CA)
MN
01/03/2003 - 02/17/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
01/03/2003 - 02/17/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
KS
10/26/2001 - 12/03/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 11/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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