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Christopher Michael Savage

FIRST LIBERTIES FINANCIAL
TAMPA, FL
·CRD# 6890229·8 years experience

Professional Summary

Christopher Michael Savage is a registered financial advisor currently at FIRST LIBERTIES FINANCIAL located in Tampa, Florida. Christopher is registered as a RR (Registered Representative) and started their career in finance in 2018. Christopher has worked at 1 firm and has passed the Series 7, SIE, Series 99 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

8 years in the financial services industry

Current & Past Employments

FIRST LIBERTIES FINANCIAL·CRD# 14432
BD
2915 N. Boulevard Suite A, Tampa, FL 33602
February 26, 2018 - Present

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Current Firm

FL
FIRST LIBERTIES FINANCIAL

FIRST LIBERTIES FINANCIAL | FIRST LIBERTIES SECURITIES,INC. | FIRST LIBERTIES SECURITIES, INC.

CRD#: 14432 / SEC#: 8-30673
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

2915 N. Boulevard Suite A, Tampa, FL 33602

Mailing Address

2915 N. Boulevard Suite A, Tampa, FL 33602

Phone Number

(917) 639-5451

Established

New York since 10/12/1983

Firm Type

Corporation

Fiscal Year End

June

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PELION FINANCIAL GROUP, INC.OWNER—
BERGMAN, HILARY GUYDIRECTOR, PRESIDENT, FINOP, AMLCO, & CHIEF COMPLIANCE OFFICER1834738

Disclosures

Regulatory Event

2

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 7 — General Securities Representative Examination

Passed Nov 2018About the Series 7 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 99 — Operations Professional Examination

Passed Feb 2018About the Series 99 exam

Series 24 — General Securities Principal Examination

Passed Dec 2019About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Christopher Michael Savage's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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