Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge McLeod is a financial advisor currently registered with William Blair. George has been in the industry since March 24, 2019. George holds the Series 79TO and SIE licenses and is registered in Illinois and North Carolina. George is located at 101 South Tryon Street, Suite 2000, Charlotte, North Carolina. William Blair specializes in equity research services, financial planning, selection of other advisors, portfolio management for businesses, individuals, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Equity research services
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
NC
03/25/2019 - Present
William Blair (CHARLOTTE NC)
BC
Issued 04/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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