Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Rosario Savarino is a financial professional with over 40 years of experience in the financial services industry. James is currently registered with Osaic Wealth, Inc. and has been with the firm since November 2018. Prior to joining Osaic Wealth, Inc., James was registered with Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. James holds the Series 6, Series 63, and SIE licenses and is a Chartered Financial Consultant. James provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management services to individuals, corporations, and charitable organizations.
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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MA
09/25/2024 - Present
Osaic Wealth, Inc. (ANDOVER MA)
MA
06/22/1981 - 11/02/2018
SIGNATOR INVESTORS, INC. (ANDOVER MA)
MA
06/22/1981 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 05/17/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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