Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Michael Looney is a financial advisor with over 30 years of experience in the industry. Currently registered with Osaic Wealth, Inc. in Dallas, Texas, George has a broad background in financial services. He is a Series 6 and Series 63 licensed representative and holds the SIE designation. George's previous experience includes positions with FIRST INDEPENDENT FINANCIAL SERVICES, INC., ING FINANCIAL PARTNERS, INC., LOCUST STREET SECURITIES, INC., and NEW ENGLAND SECURITIES. He offers a wide range of services including financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses.
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
TX
11/30/2015 - Present
Osaic Wealth, Inc. (DALLAS TX)
TX
01/16/2009 - 12/07/2015
FIRST INDEPENDENT FINANCIAL SERVICES, INC. (DALLAS TX)
TX
01/01/2004 - 08/20/2008
ING FINANCIAL PARTNERS, INC. (DALLAS TX)
IA
09/26/2003 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
03/16/2000 - 09/25/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
CT
04/16/1984 - 01/28/2000
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 02/09/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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