Aleea M. Mcguire

FINANCIAL SERVICES GROUP

SAN FRANCISCO, CA 94111

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CRD#: 1424102

Professional summary

Aleea Madelyn Mcguire, AIF®, CFP®, who also goes by Aleea Bell, is a registered financial advisor currently at FINANCIAL SERVICES GROUP located in San Francisco, California.

Aleea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Aleea has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Services Offered

Insurance Planning

Investment Planning

Business Succession Planning

Comprehensive Financial Planning

Retirement Planning

Estate Planning

Employee and Employer Plan Benefits

Aliases

Aleea Bell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aleea Madelyn Mcguire's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 1990

Experience

Current

March 27, 2000 - Present

FINANCIAL SERVICES GROUP

Office #1: 50 California Street Suite 1500, San Francisco, CA 94111

RIA

CRD#: 135569

SAN FRANCISCO, CA

Past

November 3, 2023 - July 1, 2026

OSAIC WEALTH, INC.

RIA

CRD#: 23131

SAN FRANCISCO, CA

Past

November 3, 2023 - July 1, 2026

OSAIC WEALTH, INC.

CRD#: 23131

SAN FRANCISCO, CA

Past

July 8, 1997 - November 3, 2023

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

SAN FRANCISCO, CA

Past

February 1, 1990 - November 3, 2023

FSC SECURITIES CORPORATION

CRD#: 7461

SAN FRANCISCO, CA

Past

April 20, 1988 - January 20, 1990

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

Past

June 8, 1987 - March 17, 1988

FSC SECURITIES CORPORATION

CRD#: 7461

Past

January 22, 1986 - January 20, 1990

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(3/27/2000)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/4/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/18/1986

General Securities Representative Examination

Current Firm

FINANCIAL SERVICES GROUP

DBA FINANCIAL SERVICES GROUP | MCGUIRE FINANCIAL SERVICES GROUP | FINANCIAL SERVICES GROUP

CRD#: 135569 / SEC#:

California

Registered Investment Advisory firm - (3/27/2000 Approved)

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Contact information

Main Address

50 California Street Suite 1500, San Francisco, CA 94111

Mailing Address

1981 California Street, San Francisco, CA 94109

Phone number

(415) 956-3677

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 344,129

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Aleea M. Mcguire

Professional summary

At a Glance

Services Offered

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aleea Madelyn Mcguire's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

LINCOLN FINANCIAL DISTRIBUTORS, INC.

FSC SECURITIES CORPORATION

LINCOLN FINANCIAL DISTRIBUTORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/4/2005

SIE

Date: 10/1/2018

Series 7

Date: 1/18/1986

Current Firm

FINANCIAL SERVICES GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FINANCIAL SERVICES GROUP

TRUST BUT VERIFY

Contact information

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