Angelisa M. Savage
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Angelisa Michelle Savage, who also goes by Angelisa Savage, Lisa Savage, was a registered financial professional .
Angelisa is a previously registered financial professional and started their career in finance in 1999. Angelisa had worked at 4 firms and has passed the Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 30, 2002 - August 18, 2004
NCF FINANCIAL SERVICES, INC.
April 11, 2002 - September 30, 2002
INVEST FINANCIAL CORPORATION
October 1, 2000 - February 14, 2002
WELLS FARGO CLEARING SERVICES, LLC
August 12, 1999 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
NCF FINANCIAL SERVICES, INC.
CRD#: 120471 / SEC#: , 8-65305
Contact information
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| NATIONAL BANK OF COMMERCE | PARENT SUB. | |
| BERTINO, JOHN PAUL | CHIEF OPERATING OFFICER | 1700447 |
| FURR, RICHARD LEE | DIRECTOR | 2532543 |
| HADDAD, KEVIN RAY | CHIEF COMPLIANCE OFFICER, DIRECTOR | 1415289 |
| HATCHER, WILLIAM GREGORY | CHIEF FINANCIAL OFFICER | 4167155 |
| KAREN ELIZABETH WHITEHEAD | SECRETARY | |
| LEX, CANDICE HUNTER | DIRECTOR | |
| POPWELL, DAVID T. | CHAIRMAN OF THE BOARD | 4348329 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
