Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Constance? Claim Your ProfileConstance Cornelia Shinn is a financial advisor registered with Bok Financial Securities, Inc. Constance has been in the industry since 1997. Constance is currently registered in 10 states and is a Series 7, Series 63 and SIE licensed representative. Constance provides financial planning services, portfolio management, investment advice and educational seminars. Constance has been a registered representative at Stephens since 2003.
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
AR
06/04/2024 - Present
BOK Financial Securities, Inc. (Little Rock AR)
AR
03/14/2024 - 06/03/2024
STEPHENS (LITTLE ROCK AR)
AR
10/14/2003 - 02/23/2024
STEPHENS (LITTLE ROCK AR)
NA
06/09/1989 - 02/08/1995
STEPHENS INC.
NA
10/03/1988 - 04/17/1989
UNION PLANTERS INVESTMENT BANKERS GROUP, INC.
NA
07/20/1988 - 10/03/1988
UMIC, INC.
BC
Issued 10/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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