Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Israelite is a financial advisor at BOK Financial Securities, Inc. Aaron has been in the industry since April 1995. Aaron is registered with the state of Kansas and Missouri. Aaron has been working with BOK Financial Securities, Inc. since May 2017. Previously, Aaron worked at UMB FINANCIAL SERVICES, INC. Aaron is also registered with the state of California, Colorado, New Mexico, Oklahoma, South Carolina, and Texas. Aaron has experience in providing financial planning, portfolio management, and other advisory 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.
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.
Furnishes advice about securities in any manner not described above.
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
KS
05/10/2017 - Present
BOK Financial Securities, Inc. (Overland Park KS)
MO
01/28/2011 - 05/10/2017
UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MO
04/01/2003 - 03/30/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (KANSAS CITY MO)
MN
01/08/2002 - 04/25/2003
JONES & BABSON, INC. (MINNEAPOLIS MN)
MO
10/08/1993 - 12/31/2001
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
CT
04/13/1992 - 07/30/1992
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BOTH
Issued 08/20/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/1997
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1994
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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