Unclaimed
Dewayne Crunk is an investment advisor representative who is currently registered with Venturi Private Wealth. Deywayne is a licensed investment advisor representative and has been in the industry for over 30 years. Deywayne has been registered with Venturi Private Wealth since September 2018, and prior to that was employed at Wells Fargo Advisors. Deywayne is a registered representative in Oklahoma and Texas. Dewayne Crunk specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
OK
09/21/2018 - Present
Venturi Private Wealth (Oklahoma City OK)
OK
10/04/2013 - 09/25/2018
WELLS FARGO CLEARING SERVICES, LLC (EDMOND OK)
OK
05/16/2008 - 10/31/2013
RBC CAPITAL MARKETS, LLC (OKLAHOMA CITY OK)
FL
02/27/1995 - 06/05/2008
CITIGROUP GLOBAL MARKETS INC. (PONTE VEDRA BCH FL)
NY
11/20/1986 - 03/01/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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