John
Onesti
John Moore & Associates Inc
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About this Advisor
John Onesti is a financial advisor based in Albuquerque, New Mexico, working with John Moore & Associates Inc. John has previously held positions at Fidelity Investments, Fidelity Brokerage Services, LLC, Gwfs Equities, Inc, and John Moore & Associates Inc. John has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in New Mexico. Currently, John is part of John Moore & Associates Inc, which operates out of Albuquerque, New Mexico. The firm has 1 office and 12 employees. The firm manages assets totaling $758.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at John Moore & Associates Inc includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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John Moore & Associates Inc Brokerage Details
$758,200,188
12
2,212
$342,767
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
John Onesti Work History
John Moore & Associates Inc
John Moore & Associates Inc
Gwfs Equities, Inc
Fidelity Investments
Fidelity Brokerage Services, LLC
Fidelity Investments
Disclosures
Please visit the SEC profile of John Onesti to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at John Moore & Associates Inc
Albuquerque, NM
Scottsdale, AZ
Albuquerque, NM
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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