Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Savino is a financial professional with over 27 years of experience in the industry. Jean is currently registered with TD Private Client Wealth LLC, a firm with over $1 billion - $10 billion in assets under management. Jean provides a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Jean has been registered as an investment advisor representative in Connecticut, Delaware, Florida, Maryland, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and Virginia.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
12/07/2023 - Present
TD Private Client Wealth LLC (NEW YORK NY)
NY
08/17/2022 - 08/04/2023
CITIZENS SECURITIES, INC. (STATEN ISLAND NY)
NY
01/08/2020 - 08/17/2022
CETERA INVESTMENT SERVICES LLC (STATEN ISLAND NY)
NY
07/01/2019 - 01/08/2020
AXIO FINANCIAL LLC (NEW YORK NY)
OH
11/13/2013 - 09/19/2019
NAVIAN CAPITAL SECURITIES LLC (Cincinnati OH)
NY
06/01/2004 - 10/07/2013
CAPITAL ONE INVESTMENT SERVICES LLC (BRONX NY)
CA
06/28/2001 - 06/10/2004
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
06/19/2000 - 05/31/2001
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
01/23/1998 - 06/19/2000
REPUBLIC FINANCIAL SERVICES CORPORATION (NEW YORK NY)
MA
07/14/1997 - 01/12/1998
JMC FINANCIAL CORPORATION (BOSTON MA)
NY
03/19/1996 - 10/22/1996
MONY SECURITIES CORP. (NEW YORK NY)
CA
03/20/1995 - 03/18/1996
FN INVESTMENT CENTER (SACRAMENTO CA)
BOTH
Issued 08/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jean Savino is the right advisor for you? Invested Better is here to help.
