Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Mannella is a financial professional with over 29 years of experience in the financial services industry. George is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in multiple states. George has a strong track record of providing investment advice and financial planning services to individuals, families, and businesses. Prior to joining Osaic Wealth, George held positions at Woodbury Financial Services, Inc., CCO Investment Services Corp., Charter One Securities, Inc., Investment Network, Inc., and Edward D. Jones & Co., L.P. George is committed to providing personalized financial solutions to help clients achieve their financial goals.
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
IL
06/10/2024 - Present
Osaic Wealth, Inc. (ORLAND PARK IL)
IL
03/02/2007 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WHEATON IL)
IL
12/01/2005 - 03/02/2007
CCO INVESTMENT SERVICES CORP. (OAK LAWN IL)
OH
01/01/2000 - 12/01/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
IL
08/24/1995 - 01/01/2000
INVESTMENT NETWORK, INC. (FRANKLIN PARK IL)
MO
05/27/1994 - 06/27/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 09/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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