Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patti? Claim Your ProfilePatti Black is an investment advisor representative with Savant Wealth Management. Patti is a CERTIFIED FINANCIAL PLANNER™ professional. Patti has been in the financial industry since 10/2001. Patti holds a Series 65 license and has been registered with the state of Alabama since 12/4/2023. Prior to joining Savant Wealth Management, Patti was employed at Bridgeworth, LLC dba Bridgeworth Wealth Management and Kinsight (formerly Charles D. Haines, LLC).
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.
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.
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.
1
2
AL
12/04/2023 - Present
Savant Wealth Management (BIRMINGHAM AL)
IA
Issued 10/08/1996
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Patti Black is the right advisor for you? Invested Better is here to help.
