Unclaimed Profile

Michele George Savarese

PRESIDENTIAL BROKERAGE, INC.·GREENWOOD VILLAGE, Colorado

SIE, Series 3, Series 5, Series 7, Series 63, Series 6527 years registeredPRESIDENTIAL BROKERAGE, INC.

5445 DTC PKWY, GREENWOOD VILLAGE, CO 80111CRD# 1241811Firm CRD# 28784

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michele George Savarese · GREENWOOD VILLAGE, CO

Registration

CRD #1241811 · PRESIDENTIAL BROKERAGE, INC. · 27 years registered

Brand Profile

Not yet started

Career History

CREATIVEONE SECURITIES, LLC

Aug 2018 – present

KESTRA ADVISORY SERVICES, LLC

Oct 2016 – Aug 2018

San Diego, CA

PRESIDENTIAL BROKERAGE, INC.

Mar 1999 – Nov 2016

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 5

Series 7

Series 63

Series 65

Registration record

First registered · March 3, 1999

Years registered · 27

Disclosure History

2024Customer Dispute·Settled

2021Customer Dispute·Settled

2020Customer Dispute·Settled

2010Customer Dispute·Denied

2002Customer Dispute·Denied

2001Customer Dispute·Denied

1999Customer Dispute·Settled

1998Customer Dispute·Settled

1994Customer Dispute·Settled

1991Customer Dispute·Settled

1989Customer Dispute·Award / Judgment

1988Customer Dispute·Settled

14 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FORTA FINANCIAL GROUP, INC.

CRD 28784 · SEC 801-113100

AUM

$172M

Regulatory assets under management

Employees

1,284 client accounts

Services offered by FORTA FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FORTA FINANCIAL GROUP, INC. →

Introduction

Speak with Michele George

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michele George is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GREENWOOD VILLAGE?

Browse all registered financial advisors in GREENWOOD VILLAGE, Colorado or claim this profile if it's yours.

Browse GREENWOOD VILLAGE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michele George Savarese offer?

Michele George Savarese specializes in Financial Planning, Investment Management. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.

What are Michele George Savarese's credentials?

Michele George Savarese is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michele George Savarese located?

Michele George Savarese is based in GREENWOOD VILLAGE, Colorado, working with PRESIDENTIAL BROKERAGE, INC.. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.

How does Michele George Savarese charge for services?

Michele George Savarese's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRESIDENTIAL BROKERAGE, INC.?

PRESIDENTIAL BROKERAGE, INC. has approximately 25 employees and manages $172M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →