Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Damien McInnis has been in the financial services industry since January 3, 1993. George is a registered representative with Osaic Wealth, Inc., and is licensed in several states. George is active in providing financial advice to individuals, businesses, and retirement plans. George has a strong track record of providing clients with personalized financial planning and investment advice.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
OR
11/02/2018 - Present
Osaic Wealth, Inc. (PORTLAND OR)
OR
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (PORTLAND OR)
OR
05/13/2002 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (PORTLAND OR)
MA
03/01/1996 - 05/20/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
05/19/1993 - 04/15/1997
MANEQUITY, INC. (BOSTON MA)
NA
01/04/1993 - 03/01/1996
G. R. PHELPS & CO., INC.
IA
Issued 06/30/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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