Nona Belous
Nona Belous is a registered investment advisor at Osaic Wealth, INC., based in Castro Valley, CA, with 24 years of industry experience. Nona operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
21977 Redwood Rd, Castro Valley, CA, 94546
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nona works as a financial planner for Securities America Advisors and also services existing life, disability insurance, and variable annuity policies through Ameritas. She dedicates full-time hours to Securities America Advisors and minimal time to Ameritas.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Waddell & Reed
Waddell & ReedBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Ameritas Investment CORP.Broker
Ameritas Investment CORP
Carillon Investments, INC
Carillon Investments, INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ids Life Insurance CompanyBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.