Unclaimed
Michael Adam Savage is a financial advisor with over 30 years of experience in the industry. Michael Savage is currently registered with Raymond James Financial Services Advisors, Inc. and is located in Scotrun, PA. Michael Savage has a broad range of experience, working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Michael Savage also provides a variety of services, including financial planning, portfolio management, and retirement planning.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
PA
03/11/2010 - Present
Raymond James Financial Services Advisors, Inc. (Scotrun PA)
PA
11/12/2001 - 02/23/2010
WELLS FARGO ADVISORS, LLC (MOUNT POCONO PA)
MA
11/02/1989 - 11/05/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/02/1989 - 11/05/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 04/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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