Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Savin has over 26 years of experience in the financial services industry. Michael is a Registered Representative and Investment Advisor Representative, holding licenses in Florida, New Jersey, and several other states. Michael's current firm is LPL Enterprise, LLC, where he provides financial planning and investment management services to individuals and businesses. Michael has a broad range of experience and holds multiple designations and certifications, including Chartered Financial Consultant. Michael also offers insurance services through Savin Insurance Solutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
NJ
11/14/2024 - Present
LPL Enterprise, LLC (PARAMUS NJ)
NJ
02/28/2005 - 03/25/2014
METLIFE SECURITIES INC. (LAKEWOOD NJ)
NJ
02/28/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ELMWOOD PARK NJ)
NJ
08/12/1997 - 03/04/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
NY
03/03/1997 - 08/20/1997
OPPENHEIMER & CO., INC. (NEW YORK NY)
BOTH
Issued 09/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2000
Series 4 - Registered Options Principal Examination
BC
Issued 06/02/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/01/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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