George Damien Mcinnis

Current Employers

Employment History

• 05/2016 → 11/2018
  Signator Investors, Inc.
  Portland, OR
• 11/2018 → Present
  Osaic Wealth, Inc.
  Portland, OR

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Gold River, CA
  Portland, OR
  Nashville, TN
• 2011-02-22 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Gold River, CA
  Portland, OR

Other Businesses

1) MCINNIS FINANCIAL POSITION: Broker NATURE: Investment Advisor representative for Royal Alliance (Osaic Wealth, Inc.), including financial planning and services as an investment advisor representative. Also, a broker for fixed life & health insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/01/2002 ADDRESS: 5410 SW Macadam Ave. #210, Portland OR 97239, United States DESCRIPTION: Most of my time is spent as an Investment Advisor representative for Royal Alliance, including financial planning and services as an investment advisor representative. Duties include advising existing and new clients regarding current securities and/or new purchase recommendations to coordinate with the financial planning services I provide. A smaller portion of my practice involves servicing a few group life & health insurance clients, as well as existing clients with fixed life insurance & annuities. Often, these clients are also RAA securities clients 2) MCINNIS FINANCIAL STRATEGIES-FIXED INSURANCE POSITION: broker NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2024 ADDRESS: 1300 S.E. Stark Street, Suite 305,, Portland OR 97214, United States DESCRIPTION: Sales/Marketing of fixed annuities and non-variable insurance. 3) MCINNIS FINANCIAL STRATEGIES POSITION: IAR NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2024 ADDRESS: 1300 S.E. Stark Street, Suite 305,, Portland OR 97214, United States DESCRIPTION: Sales/Marketing of securities, investment advisory & insurance products 4. MCINNIS PRACTICE MANAGEMENT SERVICES POSITION: Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2025 ADDRESS: 1300 S.E. Stark Street, Suite 305, Portland OR 97214, United States DESCRIPTION: Financial Administration of McInnis Financial Strategies and the supporting entity expenses.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-06-30
• S63 Uniform Securities Agent State Law Examination
  1993-01-06