Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michaela? Claim Your ProfileMichaela Sullivan is a financial advisor with Savvy, a firm headquartered in New York, NY. Michaela has been in the financial services industry since 2015 and has a broad range of experience in investment advice. Michaela is also a board member and Treasurer for The Cat Care Society.
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.
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.
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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NY
07/24/2024 - Present
Savvy (NEW YORK NY)
CO
11/24/2015 - 04/30/2024
CHARLES SCHWAB & CO., INC. (Denver CO)
BOTH
Issued 12/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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