Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Ebert is an Investment Advisor Representative with BOK Financial Securities, Inc. and has been in the industry since April 2011. Derek is registered to provide investment advisory services in 14 states and holds Series 7, 6, 63 and 65 licenses. Derek has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, CETERA INVESTMENT SERVICES LLC, and MML Investors Services, LLC. Derek specializes in providing financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisers. Derek is committed to helping clients achieve 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.
1
2
OK
06/16/2017 - Present
BOK Financial Securities, Inc. (Sand Springs OK)
OK
07/27/2016 - 06/26/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TULSA OK)
OK
11/01/2013 - 07/13/2016
CETERA INVESTMENT SERVICES LLC (OKLAHOMA CITY OK)
OK
04/08/2011 - 11/05/2013
MML INVESTORS SERVICES, LLC (OKLAHOMA CITY OK)
IA
Issued 12/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/07/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Derek Ebert is the right advisor for you? Invested Better is here to help.
