Unclaimed
George Gardes MacDonald is a financial advisor with over 30 years of experience in the industry. George is a registered investment advisor in Texas and Virginia. George currently works at Beacon Harbor Wealth Advisors, located in Virginia Beach, Virginia. George's firm is a wealth management firm that provides services to individuals, families, and businesses. George and Beacon Harbor Wealth Advisors work with a range of clients, including high-net-worth individuals, corporations, and charitable organizations. Their services include financial planning, portfolio management, and pension consulting.
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.
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
VA
05/21/2019 - Present
Beacon Harbor Wealth Advisors (VIRGINIA BEACH VA)
VA
09/12/2007 - 05/21/2019
WELLS FARGO CLEARING SERVICES, LLC (VIRGINIA BEACH VA)
VA
11/17/1997 - 09/13/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIRGINIA BEACH VA)
GA
06/20/1996 - 08/18/1997
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
VA
01/04/1995 - 01/03/1996
INVESTORS SECURITY COMPANY, INC. (SUFFOLK VA)
CT
08/23/1990 - 12/31/1993
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NA
06/26/1987 - 10/20/1988
SCOTT & STRINGFELLOW, INC.
IA
Issued 02/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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