Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Dodson is a financial professional registered with BOK Financial Securities, Inc. She has been in the industry since January 2021 and holds the Series 27, Series 99TO, and SIE licenses. Catherine specializes in providing financial advice and portfolio management services to individuals, businesses, and pooled investment vehicles.
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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OK
01/27/2021 - Present
BOK Financial Securities, Inc. (Oklahoma City OK)
BC
Issued 01/27/2021
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/11/2023
Series 99TO - Operations Professional Examination
BC
Issued 04/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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