Products & Services - Join ONESCO - joinonesco.com

Freedom, flexibility, and choice

A comprehensive platform to ensure your independence

Promoting your entrepreneurship

Whatever your approach to the business – traditional or advisory, direct or brokerage – ONESCO offers a comprehensive suite of products and services to help grow your business based on your entrepreneurial vision.

Products

  • Products you need and expect

    You’ll find an expansive product list, which helps facilitate a smooth transition to our firm, and provides you the essential building blocks to maintain your standard of service to your clients.

    • Mutual funds
    • Annuities and variable life
    • Group retirement plans
    • Unit Investment Trusts
    • Alternative investments
    • 529 college savings plans
    • And, more!

Advisory services

  • Registered investment adviser - embracing the future of advice

    Our registered investment adviser, ONIMCO, is equipped for the future of advice, delivering a broad-based wealth management approach for today and beyond:

    • Scalable, cost effective platform for adviser directed investment management.
    • Outsource investment management to a wide selection of world-class, third-party managers.
    • Simple solutions for financial planning, including hourly and fixed fee options.
    • Our internal and external support team stands ready to provide product expertise, education, and ideas to help you develop and grow your advisory business.

     

    At ONIMCO, you'll find essential tools for a thriving advisory business including:

    • Modeling and rebalancing tools
    • Block trading and variance and drift reporting
    • Automatic billing
    • Consolidated statements and performance reports
    • Client portal
    • Financial planning software

Clearing services

  • Clearing platform - maintain your edge

    ONESCO's clearing platform ensures that you maintain your edge and you will not be disadvantaged to Wall Street competition.

    Our trade desk features a highly experienced team and the latest technology to support your needs.

    • Clearing through Pershing LLC
    • Full-service securities trading
    • Dedicated and expert fixed income desk
    • Cash management services
    • Banking services
    • High-net-worth programs
BNY Mellon | Pershing corporate logo

About Pershing

ONESCO clears through Pershing LLC, which is a leading global provider of financial solutions for broker dealers and advisors.

Pershing LLC is a member FINRA/NYSE/SIPC, and a subsidiary of The Bank of New York Mellon Corporation. More information on Pershing may be obtained by visiting pershing.com.
Head shot of Bill Mercer

“ONESCO is always willing to work with us on expanding the platform and their open door policy makes it easy for me to call up and ask questions and get the answers I need.”

bill mercer
CLU
Investment Advisor
William M. Mercer & Associates, Inc.
Testimonial may not be representative of the experience of other representatives.
Testimonial is no guarantee of future performance or success.
LET'S TALK

The last broker/dealer move you'll ever need to make

Change doesn't have to be complicated. Our transition team understands the importance of a smooth transition. We are here to minimize your time away from your business, supporting you every step of the way.
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