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Alexander Sauer-budge is an Investment Advisor Representative with Savvi Financial LLC. Alexander has been in the financial industry since November 2010. Alexander holds the Series 65 license and has been registered with the state of Massachusetts since November 2013. Alexander specializes in providing financial advice and portfolio management for individuals and investment companies. Savvi Financial LLC, with headquarters in Waltham, MA, offers a variety of services, including financial planning, educational seminars, and portfolio management. Savvi Financial LLC has a strong track record of providing clients with personalized financial advice and investment management services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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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MA
11/12/2013 - Present
Savvi Financial LLC (WALTHAM MA)
IA
Issued 03/16/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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