Unclaimed
Scott Michael is a financial advisor at Savant Wealth Management. Scott is a Certified Financial Planner™ professional with over 30 years of experience in the financial services industry. Scott is registered with the state of Pennsylvania as an Investment Advisor Representative. Scott specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. Scott has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals.
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
PA
05/12/2023 - Present
Savant Wealth Management (York PA)
GA
08/31/1989 - 04/12/1996
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 06/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/1996
Series 2 - Non-Member General Securities Examination
BC
Issued 08/29/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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