Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Garcia is a registered representative with Bok Financial Securities, Inc. Brenda has been in the financial services industry since August 1992. Brenda specializes in providing financial planning, portfolio management for businesses and individuals, and educational seminars. Brenda is registered in 38 states and the District of Columbia.
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
OK
12/18/2007 - Present
BOK Financial Securities, Inc. (Oklahoma City OK)
OK
02/12/1993 - 10/11/1996
BOSC, INC. (TULSA OK)
SC
12/10/1992 - 02/16/1993
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
OK
09/18/1990 - 12/09/1992
BOSC, INC. (TULSA OK)
IA
Issued 12/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brenda Garcia is the right advisor for you? Invested Better is here to help.
