Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Savannah? Claim Your ProfileSavannah Chacon is a financial advisor registered with Mutual of Omaha Investor Services, Inc. Savannah has been in the industry since November 4, 2016, and currently holds Series 63, 66, 7, 9, and 10 licenses. Savannah is also a Certified Financial Planner, which allows her to offer comprehensive financial planning services to her clients. Savannah's practice focuses on providing financial advice to both individuals and high-net-worth individuals. She is also registered to provide advisory services to charitable organizations and pension and profit-sharing plans.
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.
Promoter fees and third party money manager fees
1
2
CO
08/16/2024 - Present
Mutual OF Omaha Investor Services, Inc. (Denver CO)
CO
10/21/2016 - 07/31/2024
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 12/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/26/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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