Unclaimed
Katelyn Savignano is a securities representative with Broadridge Business Process Outsourcing, LLC. Katelyn has been in the securities industry since 2019 and holds a Series 7TO, Series 63 and SIE license. Katelyn is registered to sell securities in New York.
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.
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.
1
2
NY
04/20/2023 - Present
Broadridge Business Process Outsourcing, LLC (NEW YORK NY)
NY
03/05/2021 - 02/27/2023
TRADEWEB DIRECT LLC (NEW YORK NY)
NY
07/18/2019 - 02/27/2023
TRADEWEB L.L.C (NEW YORK NY)
BC
Issued 02/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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