Unclaimed
Cristina Parra Stellar is a registered representative with Bok Financial Securities, Inc., and has been in the industry since April 18, 2023. Cristina is licensed in Texas and holds the Series 63, Series 79TO, and SIE exams. She is also qualified to provide investment advice to high-net-worth individuals, corporations, and other businesses. Cristina's specializations include: portfolio management for individuals and businesses, financial planning, selection of other advisors, educational seminars, and securities advice.
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
TX
04/19/2023 - Present
BOK Financial Securities, Inc. (HOUSTON TX)
BC
Issued 02/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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