Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Richard Kitchen is a financial advisor who has been in the industry for over 25 years. Currently, Craig Kitchen is a registered representative with BOK Financial Securities, Inc., and has been with the firm since 2010. Craig Kitchen has a strong track record of success in the financial services industry, with experience working with clients of varying needs. Craig Kitchen also has experience with T.S. Phillips Investments, Inc., Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, SIGNATOR INVESTORS, INC. and JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY.
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
06/29/2010 - Present
BOK Financial Securities, Inc. (YUKON OK)
OK
10/02/2006 - 07/20/2010
T.S. PHILLIPS INVESTMENTS, INC. (OKLAHOMA CITY OK)
OK
07/06/2005 - 10/02/2006
CHASE INVESTMENT SERVICES CORP. (OKLAHOMA CITY OK)
IL
06/18/1999 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MA
12/23/1996 - 06/28/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
12/23/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 12/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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