Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sava? Claim Your ProfileSava Mark Belanian is an investment advisor representative with Accurate Wealth Management, LLC, which has offices in Wesley Chapel, FL. Sava has over 20 years of experience in the financial services industry and has passed the Series 6, 7, 63, and 65 exams. Sava specializes in providing financial planning, portfolio management, and selection of other advisors services to both individuals and high-net-worth individuals. Sava previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Phoenix Equity Planning Corporation.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
01/01/2025 - Present
Accurate Wealth Management, LLC (Wesley Chapel FL)
FL
03/03/2005 - 01/12/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SARASOTA FL)
CT
08/13/1998 - 12/01/2003
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BOTH
Issued 04/14/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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