Unclaimed
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.
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.
1
2
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.
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
Active
Inactive
F
FINRA
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