Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge McAvoy is a financial advisor at Osaic Wealth, Inc., with over 21 years of experience in the financial services industry. George holds Series 6 and Series 63 licenses, as well as the SIE exam. George is registered to provide investment advice in 19 states and is active in the financial services industry since 2002. George specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars.
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.
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2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (CLIFTON PARK NY)
NY
09/12/2018 - 06/14/2024
SECURITIES AMERICA, INC. (CLIFTON PARK NY)
NY
05/24/2004 - 09/13/2018
CADARET, GRANT & CO., INC. (CLIFTON PARK NY)
NY
06/29/2006 - 07/12/2006
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
NY
07/03/2003 - 12/05/2003
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
06/10/2002 - 07/18/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
BC
Issued 06/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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