Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Savio is a registered representative with HSBC Securities (USA) Inc. Michael has been in the industry since October 8, 2018 and is currently registered in Washington. Michael's experience includes working with J.P. Morgan Securities LLC and HSBC Bank USA, N.A.. Michael has a Series 6, 7TO, 63, and 66 license. Michael has 14 approved SRO registrations, 1 approved FINRA registration, 2 approved state registrations, and 1 approved IA state registration. Michael's specializations include portfolio management for pooled investment vehicles, and investment company products. Michael is also registered with HSBC Securities (USA) Inc., which has over 12,389 accounts under management and over $3 billion in regulatory assets.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
08/19/2024 - Present
Hsbc Securities (usa) Inc. (SEATTLE WA)
WA
09/10/2018 - 02/05/2020
J.P. MORGAN SECURITIES LLC (SEATTLE WA)
BOTH
Issued 08/19/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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