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Kevin M Savage
CRD#: 7223144
IA
B
ONEDIGITAL INVESTMENT ADVISORSCRD#: 106766 2101 Route 34
Wall, NJ 07719
Wall, NJ 07719
OSAIC WEALTH, INC.CRD#: 23131 2101 Route 34
Wall, NJ 07719
Wall, NJ 07719
0
Disclosures
4
Years of Experience
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State Registrations
IA
New Jersey 7/26/2022
IA
New York 7/19/2022
B
New Jersey 8/23/2024
B
New York 8/23/2024
SRO Registrations
B
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IA
Registered with this firm since 7/19/2022
B
Registered with this firm since 8/23/2024
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 09/08/2022 - 08/23/2024 | Wall, NJ | |
IA | 07/16/2020 - 07/11/2022 | New York, NY | |
B | 05/28/2020 - 07/11/2022 | NY, NY |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.