Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge T. MacAllister is a financial advisor with over 30 years of experience in the financial services industry. George is currently registered with Accurate Wealth Management, LLC in Florida. George is a Registered Representative and Investment Advisor Representative holding both Series 65 and Series 63 licenses. Prior to joining Accurate Wealth Management, LLC, George worked for AAG Capital, Inc. in Tampa, Florida. In addition to the above, George also holds Series 26, Series 22TO, Series 6TO, SIE, Series 3, and Series 7 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
06/10/2024 - Present
Accurate Wealth Management, LLC (Tampa FL)
FL
11/13/2023 - 06/26/2024
AAG CAPITAL, INC (Tampa FL)
MA
12/08/2008 - 12/31/2011
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (BOSTON MA)
MA
02/17/2004 - 11/26/2008
LINCOLN FINANCIAL DISTRIBUTORS, INC. (PLYMOUTH MA)
NJ
09/08/1997 - 02/03/2004
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
MA
03/22/1993 - 04/11/1997
BOSTON CAPITAL SERVICES,INC. (BOSTON MA)
MA
06/04/1991 - 07/09/1992
MICHEL SECURITIES, LTD. (BOSTON MA)
NA
02/22/1991 - 05/14/1991
MARCH SECURITIES CORPORATION
TX
01/24/1986 - 12/14/1990
KAVANAUGH SECURITIES, INC. (DALLAS TX)
NA
01/11/1985 - 01/31/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
05/05/1982 - 12/05/1984
SHEARSON LEHMAN/AMERICAN EXPRESS INC.
NA
07/29/1981 - 05/17/1982
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 04/27/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/22/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 11/11/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/11/2020
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1982
Series 3 - National Commodity Futures Examination
BC
Issued 07/18/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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