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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael S Sava is a financial advisor with over 20 years of experience in the industry. Michael S Sava is registered with Synovus Securities, Inc. Michael S Sava has held positions at several other firms including ALPS DISTRIBUTORS, INC., QUEST CAPITAL STRATEGIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, MCDONALD INVESTMENTS INC., SALOMON SMITH BARNEY INC., and THE ROBINSON-HUMPHREY COMPANY INC.. Michael S Sava has passed the Series 7TO, Series 7, Series 66, and Series 65 exams. Michael S Sava is a Certified Financial Planner. Michael S Sava specializes in providing financial planning, portfolio management for businesses and individuals, tax-related services, and administrative 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
Tax related services, administrative 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
11/07/2023 - Present
Synovus Securities, Inc. (ALPHARETTA GA)
GA
04/17/2012 - 02/07/2013
ALPS DISTRIBUTORS, INC. (KENNESAW GA)
CA
04/19/2011 - 11/10/2011
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
GA
10/11/2006 - 05/08/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
OH
04/07/2000 - 09/18/2002
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
07/22/1994 - 04/18/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
GA
07/13/1993 - 07/18/1994
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
BC
Issued 10/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/21/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/12/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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