Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid C. Sagers is a registered representative with J.P. Morgan Securities LLC and is currently licensed in 52 states and the District of Columbia. David has been in the securities industry since 2000. David has passed several exams including the Series 7, Series 63, and Series 79TO. Before joining J.P. Morgan Securities LLC, David worked at ABN AMRO Incorporated. David is a specialist in investment banking, mutual funds, variable life insurance, and fixed and variable annuities.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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UT
05/27/2023 - Present
J.p. Morgan Securities LLC (Salt Lake City UT)
CT
11/10/2000 - 12/13/2002
ABN AMRO INCORPORATED (STAMFORD CT)
BC
Issued 07/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/22/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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