Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dagmara? Claim Your ProfileDagmara Frankowska is an investment advisor representative with Sageview Advisory Group, LLC and Sageview Private Client Group, LLC. Dagmara has been in the financial services industry since 2001. She is licensed to sell securities in California, New Jersey, and Texas. Dagmara has earned the Series 6, 7, 24, 63, 66, 99TO and SIE licenses. She has previously worked at OSAIC WEALTH, INC., WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION, SAGEPOINT FINANCIAL, INC., PROEQUITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, DEUTSCHE BANK SECURITIES INC, SWS FINANCIAL SERVICES, INC., SOUTHWEST SECURITIES, INC., COMMONWEALTH FINANCIAL NETWORK, SIGNATOR INVESTORS, INC., PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP, DREYFUS SERVICE CORPORATION, and BROWN & COMPANY SECURITIES CORPORATION.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
08/29/2024 - Present
Sageview Advisory Group, LLC (Irving TX)
AZ
12/14/2020 - 05/17/2024
OSAIC WEALTH, INC. (SCOTTSDALE AZ)
MN
12/14/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
05/06/2021 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
05/06/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AL
06/29/2017 - 11/25/2020
PROEQUITIES, INC. (BIRMINGHAM AL)
NY
12/08/2016 - 06/05/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
FL
11/22/2011 - 02/03/2016
DEUTSCHE BANK SECURITIES INC. (JACKSONVILLE FL)
TX
06/29/2010 - 07/14/2011
SWS FINANCIAL SERVICES, INC. (DALLAS TX)
TX
02/10/2009 - 07/14/2011
SOUTHWEST SECURITIES, INC. (DALLAS TX)
MA
08/16/2006 - 07/31/2007
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
09/30/2004 - 03/03/2006
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
01/29/2004 - 08/31/2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
NY
05/24/2001 - 02/25/2002
DREYFUS SERVICE CORPORATION (NEW YORK NY)
MA
03/22/2000 - 11/17/2000
BROWN & COMPANY SECURITIES CORPORATION (BOSTON MA)
BOTH
Issued 07/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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