Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Joseph Savino is a financial advisor with over 30 years of experience in the industry. Donald is currently registered with Osaic Wealth, Inc. He has held previous positions with LPL Financial LLC, H&R Block Financial Advisors, Inc., Wachovia Securities, Inc., McDonald Investments Inc., Essex Capital Markets, Inc., Community Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Donald is a licensed insurance broker and has extensive experience providing financial planning, portfolio management, and insurance services to individuals and families. Donald also serves as the Treasurer for Livingston Country Club and is actively involved in the community.
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
NY
10/11/2024 - Present
Osaic Wealth, Inc. (ROCHESTER NY)
NY
12/10/2007 - 04/24/2017
LPL FINANCIAL LLC (ROCHESTER NY)
NY
01/06/2003 - 12/13/2007
H&R BLOCK FINANCIAL ADVISORS, INC. (ROCHESTER NY)
MO
10/18/2001 - 01/07/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
OH
09/04/1998 - 10/16/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
04/26/1996 - 09/04/1998
ESSEX CAPITAL MARKETS, INC. (ROCHESTER NY)
NY
02/25/1988 - 05/03/1996
COMMUNITY SECURITIES, INC. (ROCHESTER NY)
NA
09/25/1985 - 01/01/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 03/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/13/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/14/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/19/1994
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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