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GEORGE DAMIEN MCINNIS
CRD#: 2306409
IA
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OSAIC WEALTH, INC.CRD#: 23131 1300 SE STARK STREET
SUITE 305
PORTLAND, OR 97214
SUITE 305
PORTLAND, OR 97214
0
Disclosures
32
Years of Experience
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State Registrations
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Arizona 11/2/2018
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Oregon 11/2/2018
B
California 11/2/2018
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Oregon 11/2/2018
B
Colorado 11/2/2018
B
Texas 11/2/2018
B
Idaho 11/2/2018
B
Washington 11/2/2018
B
Nevada 1/16/2020
SRO Registrations
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Registered with this firm since 11/2/2018
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Registered with this firm since 11/2/2018
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 05/13/2016 - 11/02/2018 | PORTLAND, OR | |
B | 05/13/2016 - 11/02/2018 | PORTLAND, OR | |
IA | 02/22/2011 - 05/13/2016 | PORTLAND, OR | |
B | 05/13/2002 - 05/13/2016 | PORTLAND, OR | |
B | 03/01/1996 - 05/20/2002 | SPRINGFIELD, MA | |
B | 05/19/1993 - 04/15/1997 | BOSTON, MA | |
B | 01/04/1993 - 03/01/1996 |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.