28 years in the financial services industry. I work as an advocate for my clients.
28 years in the financial services industry. I work as an advocate for my clients.
OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Certain Advisory Persons, are also registered representatives of MGO Securities Corporation, Member FINRA/SIPC (“MGOSC”). As a registered representative, securities may be offered through MGOSC. MGOSC and OneSeven are affiliated companies. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.
OneSeven earned a spot on USA TODAY’s List of Top Advisers in April of 2024 based upon a list compiled by market research firm, Statista. The list culled the list of investment advisers registered with the U.S. Securities and Exchange Commission down to the top 500 firms based on the growth of their assets under management over the short and long term, and recommendations from clients and peers. OneSeven did not participate in or pay to be included in the selection process.
