Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Savage is a financial advisor with Osaic Wealth, Inc. Sean has been in the industry since 1998 and is registered with both the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Sean holds both the Series 6 and Series 7 securities licenses as well as the Series 63 and Series 65 licenses. Sean has extensive experience in financial planning, portfolio management, and pension consulting. Sean has a strong commitment to providing personalized financial advice to meet the unique needs of each client. Sean is also a member of the Board of Trustees for Lourdes University and St. John's Jesuit High School & Academy.
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
OH
09/05/2017 - Present
Osaic Wealth, Inc. (MAUMEE OH)
OH
04/04/2001 - 07/12/2013
WALNUT STREET SECURITIES, INC. (TOLEDO OH)
AZ
03/23/1998 - 05/17/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sean Savage is the right advisor for you? Invested Better is here to help.
