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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge McGary Locarno is a registered Investment Advisor Representative with Dakota Wealth, LLC, a Registered Investment Advisor. George McGary Locarno is also a Registered Representative of Dakota Wealth, LLC. George McGary Locarno has been in the financial services industry since 1989. George McGary Locarno holds the Series 63, 65, 7, 22 and SIE licenses. George McGary Locarno specializes in Portfolio Management for Individuals, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles. George McGary Locarno is also the President of GML Associates, PC, a Legal/Tax Firm.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Outsourced investment advisory services for other advisers; tax preparation/filing
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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MA
11/07/2019 - Present
Dakota Wealth, LLC (BOSTON MA)
NY
11/09/2007 - 01/05/2015
OPPENHEIMER & CO. INC. (NEW YORK NY)
MA
05/22/1989 - 09/27/2002
FFMC SECURITIES, INC. (BOSTON MA)
BC
Issued 01/30/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1989
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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