Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles David Clark is a financial advisor with over 20 years of experience in the industry. Charles has been registered with BOK Financial Securities, Inc. since 2011. Prior to that, Charles worked for Chase Investment Services Corp. and Banc One Securities Corporation. Charles is registered with the Securities and Exchange Commission (SEC) and is licensed to sell securities in numerous states. Charles specializes in providing financial advice and portfolio management services to individuals and corporations. Charles holds the Series 6, 7, 63 and 65 licenses as well as the Securities Industry Essentials Examination (SIE). Charles is dedicated to providing his clients with personalized financial advice and investment strategies that meet their individual needs.
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
07/15/2011 - Present
BOK Financial Securities, Inc. (Tulsa OK)
OK
07/06/2005 - 07/15/2011
CHASE INVESTMENT SERVICES CORP. (TULSA OK)
IL
07/02/2001 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 11/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/29/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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