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George Michael Bellish

Osaic Wealth, Inc.

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About George Michael Bellish

George Michael Bellish is a financial advisor with over 28 years of experience in the industry. George has been registered with Osaic Wealth, Inc. since October 2024. Prior to joining Osaic Wealth, Inc., George was with Questar Capital Corporation, Walnut Street Securities, Inc., Securities Service Network, Inc., IFG Network Securities, Inc. and Comprehensive Financial Services, Inc. George has held various positions over the course of his career, including President of the CPA firm Capital Business Strategies.

Firm Information

George Bellish is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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George Bellish’s Registration & Firm History

AZ

10/11/2024 - Present

Osaic Wealth, Inc. (SCOTTSDALE AZ)

OH

06/19/2003 - 05/30/2007

QUESTAR CAPITAL CORPORATION (WARREN OH)

CA

08/21/2000 - 06/20/2003

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

TN

10/16/1996 - 08/18/2000

SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)

GA

01/01/1996 - 10/17/1996

IFG NETWORK SECURITIES, INC. (ATLANTA GA)

NA

11/29/1995 - 01/01/1996

COMPREHENSIVE FINANCIAL SERVICES, INC.

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Licenses & Designations

BOTH

Issued 12/12/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/08/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/2002

Series 7 - General Securities Representative Examination

BC

Issued 11/28/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for George Michael Bellish.
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