Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Becky? Claim Your ProfileBecky Savell is a financial professional with over 16 years of experience in the industry. Becky is currently registered with LPL Enterprise, LLC, and is actively licensed in Arizona, California, New York, Oregon, Pennsylvania, and Texas. Becky has worked with a variety of firms in the past, including Edward Jones, World Group Securities, Inc., and LPL Financial LLC. Becky holds a Series 6, 7, and 66 licenses and is a registered representative and investment advisor representative. Becky specializes in providing financial planning, portfolio management, and consulting services to individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
1
2
CA
11/14/2024 - Present
LPL Enterprise, LLC (SHERMAN OAKS CA)
CA
09/19/2011 - 04/11/2018
LPL FINANCIAL LLC (SIMI VALLEY CA)
CA
04/11/2008 - 09/21/2011
EDWARD JONES (WESTLAKE VILLAGE CA)
CA
03/20/2007 - 11/29/2007
WORLD GROUP SECURITIES, INC. (AGOURA HILLS CA)
BOTH
Issued 04/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Becky Savell is the right advisor for you? Invested Better is here to help.
