Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dee anna? Claim Your ProfileDee anna Dreiling is a financial professional with over 19 years of experience in the industry. Dee anna is currently a registered representative with BOK Financial Securities, Inc. Dee anna has held previous roles with George K. Baum & Company and Northwestern Mutual Investment Services, LLC. Dee anna has a wide range of experience and expertise in various financial areas, including portfolio management, financial planning, and providing advice about securities.
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
KS
05/16/2007 - Present
BOK Financial Securities, Inc. (Overland Park KS)
MO
05/23/2005 - 06/04/2007
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
WI
04/14/2004 - 05/26/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 09/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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