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Aleea Madelyn Mcguire

Financial Services Group

San Francisco, CA

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Current Employers
Financial Services Group

50 California Street Suite 1500, San Francisco, CA 94111 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2000-03-27
  • CA RA
    APPROVED
    Since 2000-03-27

Branch Locations

50 California Street Suite 1500, San Francisco, CA 94111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fsc Securities Corporation San Francisco CA 01/1990 11/2023
Mcguire Financial Services Group San Francisco CA 01/1990 Present
Osaic Wealth, Inc. San Francisco CA 11/2023 Present
  • 01/1990 → 11/2023
    Fsc Securities Corporation
    San Francisco, CA
  • 01/1990 → Present
    Mcguire Financial Services Group
    San Francisco, CA
  • 11/2023 → Present
    San Francisco, CA
Previous Registrations
  • 2023-11-03 → 2026-07-01
    San Francisco, CA
    San Francisco, CA
  • 1997-07-08 → 2023-11-03
    Fsc Securities Corporation
    San Francisco, CA
    San Francisco, CA
Other Businesses

MCGUIRE FINANCIAL SERVICES GROUP 1) POSITION: Owner - NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1990 ADDRESS: 50 California Street, Suite 1500, San Francisco CA 94111, United States DESCRIPTION: Health, Life, Disability and Long-term care agent 2) FINANCIAL SERVICES GROUP POSITION: CFP - NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1990 ADDRESS: 50 California Street, Suite 1500, San Francisco CA 94111, United States DESCRIPTION: Fee-based financial planning and advising 401(k) plans and individual investors primarily in retirement accounts

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-03-04
  • S63 Uniform Securities Agent State Law Examination
    2005-03-04
Designations
Other Names
  • Aleea Bell

View on SEC IAPD

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