Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Savage is a financial advisor at Rehmann Wealth. David has been in the financial services industry since 2002 and has experience with various firms such as Truist Investment Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Rehmann Wealth is a firm that provides a variety of financial services including financial planning, pension consulting, selection of other advisors, and portfolio management. David is registered in Florida as a Registered Representative and Investment Advisor Representative. David holds a Series 6, 7, 63, and 66 license, as well as a SIE.
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.
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.
Servicing fees from custodians
1
2
MI
08/01/2023 - Present
Rehmann Wealth (LANSING MI)
FL
08/02/2016 - 06/12/2023
TRUIST INVESTMENT SERVICES, INC. (VERO BEACH FL)
FL
10/23/2009 - 07/26/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VERO BEACH FL)
MA
10/08/2009 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
FL
09/17/2002 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (VERO BEACH FL)
MA
08/08/2001 - 08/14/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 02/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/07/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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