Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Savarese has been a registered representative in the securities industry since 1984. Michele is currently registered with Creativeone Securities, LLC and has previously worked with other firms such as KESTRA Investment Services, LLC, Presidential Brokerage, Inc., Sutro & Co. Incorporated, Prudential Securities Incorporated and Thomson McKinnon Securities Inc. Michele offers financial planning and portfolio management services to individuals and select businesses. Michele's approach to financial planning is designed to help clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
KS
10/05/2021 - Present
Creativeone Securities, LLC (OVERLAND PARK KS)
CA
10/31/2016 - 08/16/2018
KESTRA INVESTMENT SERVICES, LLC (SAN DIEGO CA)
CA
05/20/1996 - 11/07/2016
PRESIDENTIAL BROKERAGE, INC. (SAN DIEGO CA)
CA
01/22/1994 - 05/14/1996
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NY
08/25/1989 - 02/01/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/12/1989 - 08/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
05/09/1984 - 06/19/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 01/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1984
Series 5 - Interest Rate Options Examination
BC
Issued 03/12/1984
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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