Unclaimed
Michael Lambert Savage is a financial advisor with Missionsquare Retirement, a firm based in Washington, DC. Michael is registered with the state of Massachusetts and has been a registered representative for over 29 years. Michael has experience working with individual investors, insurance companies and high-net-worth individuals. Michael offers financial planning and portfolio management services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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2
MA
12/03/2024 - Present
Missionsquare Retirement (HAMPDEN MA)
CT
04/17/2000 - 12/05/2002
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
OH
11/29/1995 - 03/31/2000
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
GA
08/04/1993 - 12/12/1994
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 08/22/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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