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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joey? Claim Your ProfileJoey Dwayne Sager is a financial advisor with Venturi Private Wealth in Oklahoma City. Joey Sager has been a registered representative since 1985 and has been a registered investment advisor representative since 1993. He has passed the Series 3, 63, 65, and 7 exams. He has experience working at Wells Fargo Clearing Services, LLC and Prudential Securities Incorporated. Joey Sager's current registrations include Oklahoma and Texas.
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.
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2
OK
09/21/2018 - Present
Venturi Private Wealth (Oklahoma City OK)
OK
07/01/2003 - 09/25/2018
WELLS FARGO CLEARING SERVICES, LLC (EDMOND OK)
NY
03/14/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/23/1985 - 04/05/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/01/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2003
Series 3 - National Commodity Futures Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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