Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Britany? Claim Your ProfileBritany Harmon is a financial advisor with over 9 years of experience in the financial services industry. Britany is registered with BOK Financial Securities, Inc. and holds licenses for Series 66, Series 7, Series 9 and SIE. Britany has worked at both Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC before joining BOK Financial Securities, Inc. Britany has a strong background in providing financial planning, investment management, and securities advice to individual clients. She specializes in the areas of retirement planning, college savings, and estate planning. Britany is committed to providing her clients with personalized financial advice and helping them achieve 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.
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.
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2
OK
04/27/2020 - Present
BOK Financial Securities, Inc. (Tulsa OK)
OK
02/20/2013 - 04/27/2020
WELLS FARGO CLEARING SERVICES, LLC (TULSA OK)
MS
07/11/2011 - 02/22/2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HATTIESBURG MS)
BOTH
Issued 11/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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