Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio? Claim Your ProfileAntonio Savarese is a financial professional with over 45 years of experience in the industry. Antonio is currently registered with Osaic Wealth, Inc. and holds various licenses and certifications including Series 7, Series 24, Series 63, and Series 65. Antonio has a proven track record of providing financial advice to a diverse clientele, including high-net-worth individuals, corporations, and charitable organizations. Antonio offers various financial services, including financial planning, portfolio management, and educational seminars.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
AZ
09/01/2023 - Present
Osaic Wealth, Inc. (Gilbert AZ)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
AZ
11/12/1999 - 10/31/2005
SPELMAN & CO., INC. (PHOENIX AZ)
AZ
05/14/2003 - 04/04/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
03/14/2003 - 04/04/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
04/28/1998 - 11/15/1999
PRESIDENTIAL BROKERAGE, INC. (AUSTIN TX)
AZ
09/08/1988 - 04/23/1998
SPELMAN & CO., INC. (PHOENIX AZ)
NA
06/18/1980 - 08/30/1988
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
09/26/1978 - 10/20/1979
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
09/01/1977 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 12/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/1991
Series 24 - General Securities Principal Examination
BC
Issued 07/14/1983
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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