Unclaimed
Gage Oefinger is an investment advisor representative with 49 Financial. Gage is a registered investment advisor in Texas. Gage has been a registered investment advisor representative since July 2024. Gage has experience working with individuals and high-net-worth individuals. Gage's areas of expertise include financial planning, portfolio management for individuals and businesses, and selection of other advisors. Gage is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
07/29/2024 - Present
49 Financial (AUSTIN TX)
IA
Issued 07/27/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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