Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gage? Claim Your ProfileGage Preston Dahmann is an investment advisor representative with Raymond James & Associates, Inc. Gage has been in the financial industry since 2007 and has a wide range of experience, including working with Fidelity Brokerage Services LLC, First Union Securities, Inc., and A. G. Edwards & Sons, Inc. Gage is licensed to provide financial advice in multiple states. He specializes in providing financial planning services, portfolio management for businesses and individuals, and pension consulting. Gage has also earned multiple industry designations, including the Series 7, Series 10, Series 63, and Series 66 licenses. Gage is committed to providing 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.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TX
06/14/2023 - Present
Raymond James & Associates, Inc. (AUSTIN TX)
TX
03/22/2013 - 06/20/2023
FIDELITY BROKERAGE SERVICES LLC (AUSTIN TX)
TX
03/12/2010 - 04/04/2012
FIDELITY BROKERAGE SERVICES LLC (AUSTIN TX)
MO
08/31/1999 - 06/20/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
MO
03/21/1997 - 09/01/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 04/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/05/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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