Unclaimed
Norman Savin is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Norman is a Certified Financial Planner, and has been in the financial industry for 51 years. Norman is registered to provide investment advice in Arizona, Colorado, Texas, and other states. Norman was previously registered with Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
1
2
CO
07/13/2021 - Present
Wells Fargo Advisors Financial Network, LLC (GUNNISON CO)
AZ
06/01/2009 - 08/03/2012
MORGAN STANLEY SMITH BARNEY (SCOTTSDALE AZ)
CO
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GUNNISON CO)
CO
02/19/1988 - 04/02/2007
MORGAN STANLEY DW INC. (GUNNISON CO)
NA
02/15/1988 - 04/12/1988
SHEARSON LEHMAN HUTTON INC.
NA
08/01/1972 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 03/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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