Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Savanna? Claim Your ProfileSavanna Steed is a financial advisor with over six years of experience in the industry. Savanna Steed is registered to offer investment advice in 53 states and is currently employed by Osaic Wealth, Inc. Savanna Steed holds Series 4, 6, 7, 24, 52TO, 53, and 66 licenses, and also has the Series 63 license for Broker-Dealer registration. Savanna Steed specializes in financial planning, pension consulting, and educational seminars.
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.
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2
GA
08/23/2024 - Present
Osaic Wealth, Inc. (Atlanta GA)
GA
02/15/2022 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
AZ
10/06/2022 - 12/08/2022
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
WA
10/05/2017 - 02/14/2022
KEY INVESTMENT SERVICES LLC (Olympia WA)
BOTH
Issued 07/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2022
Series 4 - Registered Options Principal Examination
BC
Issued 01/03/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/20/2019
Series 24 - General Securities Principal Examination
BC
Issued 11/03/2020
Series 52TO - Municipal Securities Representative Examination
BC
Issued 02/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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