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Victor Onesi is an Investment Advisor Representative with MFA Wealth Advisors, LLC and Moralis Technologies, LLC. Victor has over 10 years of experience in the financial services industry and specializes in retirement planning, estate planning, and college savings. Victor is registered to provide investment advice in California and Pennsylvania. Victor is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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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2
PA
10/23/2019 - Present
MFA Wealth Advisors, LLC (PITTSBURGH PA)
PA
01/19/2018 - 11/01/2018
PNC INVESTMENTS (PITTSBURGH PA)
PA
03/24/2016 - 12/12/2017
PRUCO SECURITIES, LLC. (PITTSBURGH PA)
IA
Issued 10/19/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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Inactive
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