James Rosario Savarino

Current Employers

Employment History

• 09/2004 → 11/2018
  Sii / Boston Partners
  Andover, MA
• 11/2018 → Present
  Osaic Wealth, Inc.
  Andover, MA
• 09/2019 → Present
  Notary Public
  Andover, MA

Other Businesses

1. DANVERS FISH AND GAME CLUB, FINANCE COMMITTEE POSITION: Board Member NATURE: 501(c)4 INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/20/2023 ADDRESS: 20 Birch Road, Middleton MA 01963, United States DESCRIPTION: Finance committee, Non Control of money, no access to checking or savings account, make recommendations on budget and spending 2. NOTARY PUBLIC POSITION: Notary Public NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2019 ADDRESS: 40 Shattuck Road, Suite306, Andover MA 01810, United States DESCRIPTION: Notary Public 3. RETIREMENT FIDUCIARY GROUP LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2019 ADDRESS: 40 Shattuck Road, Suite 306, Andover MA 01810, United States DESCRIPTION: Sales/Marketing of Securities investment advisory and Insurance products 4. RETIREMENT FIDUCIARY GROUP LLC - FIXED INSURANCE POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/16/2023 ADDRESS: 40 Shattuck Road, Suite 306, Andover MA 01810, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE 5. JAMES R. SAVARINO POSITION: Board Member NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 06/11/2014 ADDRESS: 40 Shattuck Road, Andover, MA 01810 DESCRIPTION: Board member for Methuen Rotary Club 6. RETIREMENT FIDUCIARY GROUP LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2019 ADDRESS: 40 Shattuck Road, Suite 306, Andover MA 01810, United States DESCRIPTION: Sales/Marketing of Securities investment advisory and Insurance products

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-05-17

Designations