Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge O'Shaughnessy is a financial advisor registered with Commonwealth Financial Network. George is a registered representative in the state of New Jersey and holds Series 7TO, SIE and Series 66 licenses. George is also a Registered Investment Advisor. George has been in the financial industry since 2013, and has experience with insurance and financial planning. Commonwealth Financial Network is an independent broker-dealer and investment advisor headquartered in Waltham, Massachusetts. Commonwealth has offices in Metuchen, New Jersey and Milltown, New Jersey. George works with clients of all types, including individuals, families, businesses and retirement plans. George provides a variety of financial services, including financial planning, investment management, insurance, and retirement planning. George is committed to providing his clients with personalized service and helping them achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
10/04/2023 - Present
Commonwealth Financial Network (Metuchen NJ)
BOTH
Issued 09/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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