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Nona Parmelee Belous

Osaic Wealth, Inc.

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About Nona Parmelee Belous

Nona Belous is a financial advisor with over 20 years of experience in the industry. Nona is currently registered with Osaic Wealth, INC. Nona has a strong background in financial planning, investments, and insurance products. Nona specializes in providing financial advice to individuals, families, and businesses. Nona is committed to helping clients achieve their financial goals. Nona is also an active member of the Castro Valley Chamber of Commerce.

Firm Information

Nona Belous is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a Corporation headquartered in SCOTTSDALE, AZ, United States. The firm was formed on 1988-08-05 and is currently approved. Osaic Wealth, Inc. offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. They participate in wrap fee programs and manage approximately $94.56 billion in regulatory assets under management.
Osaic Wealth, Inc.

21977 REDWOOD RD

CASTRO VALLEY, CA 94546

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Nona Belous’s Registration & Firm History

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)

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Licenses & Designations

BOTH

Issued 11/30/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nona Parmelee Belous.
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