Antonio T Savarese

San Diego, CA

Financial Services

Aig Advisor Group Jan 2003 - Apr 2005
Transition Suite Manager
Spelman & Co 1988 - 2003
Branch Manager
Sagepoint Financial 1988 - 2003
Financial Advisor, Accredited Investment Fiduciary
Merrill Lynch Aug 1977 - May 1980
Registered Representative

Thunderbird School of Global Management 1974 - 1974
United States International University - Africa 1972 - 1973
Bachelors, Bachelor of Arts American College of Switzerland 1969 - 1971
Associates, Associate of Arts, Spanish College Prep 1965 - 1969

Investments
Financial Services
Wealth Management
Financial Advisory
Mutual Funds
Retirement Planning
Asset Allocation
Series 7
Retirement
Finance
Securities
Wealth
Series 63
Wealth Management Services
Investment Advisory
Portfolio Management
Asset Management
Equities
Alternative Investments
Finra
Relationship Management
Financial Analysis
Series 24
Series 6
Uniform Combined State Law
401K Rollovers
Due Diligence
Risk Management
Strategic Financial Planning
Estate Planning
Investment Strategies
Variable Annuities
Iras
Series 65
High Net Worth Individuals
529 Plans
Mergers and Acquisitions
Etfs
Fixed Annuities
Insurance
401K
Investment Management
Aml
Hedge Funds
Options
Conversational Spanish
Employee Benefits
Asset Managment
Conversatonal Italian
Covered Option Writing

English
Italian
Spanish

Accredited Investment Fiduciary