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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Christine Shahin is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK. Danielle has been in the industry since 2009. She has a Series 66 license and is also a Certified Financial Planner. Danielle has experience with a variety of financial products and services, including financial planning, investment management, and retirement planning. Danielle is committed to helping her clients reach their financial goals.
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
04/25/2024 - Present
BOK Financial Securities, Inc. (Tulsa OK)
OK
10/23/2009 - 10/19/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TULSA OK)
OK
04/02/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TULSA OK)
OK
02/14/2008 - 02/29/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (TULSA OK)
BOTH
Issued 07/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 03/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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