Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge John McCleary is a financial professional with over 37 years of experience in the financial services industry. George is currently registered as a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. in Yardley, PA. George previously worked as a Registered Representative and Investment Advisor Representative with FSC Securities Corporation in Langhorne, PA and Waddell & Reed, Inc. in Overland Park, KS. George is licensed in Florida, New Jersey, Pennsylvania and South Carolina. George holds Series 6, 22, 63, 65 and SIE licenses. George offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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
PA
11/03/2023 - Present
Osaic Wealth, Inc. (YARDLEY PA)
PA
05/26/1998 - 11/03/2023
FSC SECURITIES CORPORATION (LANGHORNE PA)
KS
04/25/1986 - 05/28/1998
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 12/04/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/24/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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