Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mario? Claim Your ProfileMario Savoie is a financial advisor who has been in the industry since 2006. Mario is currently registered with Thrivent Investment Management Inc. in Arizona, Oklahoma and Texas. Mario was previously registered with LPL Financial LLC, BMO Harris Financial Advisors, Inc., Fidelity Brokerage Services LLC, TD Ameritrade, Inc., MML Investors Services, LLC, NYLIFE Securities LLC, ProEquities, Inc., UVEST Financial Services Group, Inc., and Northwestern Mutual Investment Services, LLC.
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.
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
AZ
01/30/2023 - Present
Thrivent Investment Management Inc. (Scottsdale AZ)
AZ
03/24/2021 - 12/22/2022
LPL FINANCIAL LLC (PEORIA AZ)
AZ
12/03/2020 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (GOODYEAR AZ)
IL
04/15/2019 - 12/02/2020
FIDELITY BROKERAGE SERVICES LLC (NAPERVILLE IL)
IL
04/18/2018 - 04/02/2019
TD AMERITRADE, INC. (OAK BROOK IL)
IL
09/09/2013 - 04/12/2018
LPL FINANCIAL LLC (LOCKPORT IL)
IL
08/24/2012 - 09/17/2013
MML INVESTORS SERVICES, LLC (CHICAGO IL)
IL
05/26/2011 - 06/19/2012
NYLIFE SECURITIES LLC (DOWNERS GROVE IL)
IL
06/01/2010 - 05/16/2011
PROEQUITIES, INC. (SCHAUMBURG IL)
IL
02/02/2010 - 05/21/2010
UVEST FINANCIAL SERVICES GROUP, INC. (SCHAUMBURG IL)
IL
04/10/2006 - 01/11/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOMBARD IL)
BOTH
Issued 09/12/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/08/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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