Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dieta? Claim Your ProfileDieta Hardin is a financial advisor registered with BOK Financial Securities, Inc. and has been working in the financial industry since 2002. Dieta has a Series 7, Series 66, and SIE license and is registered to provide investment advice in Oklahoma. Dieta has experience working with Ameriprise Financial Services, Inc., Crown Capital Securities, L.P., Southmark, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Dieta's practice is centered around providing financial planning, portfolio management, and educational seminars for individuals, businesses, and pooled investment vehicles.
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
07/23/2018 - Present
BOK Financial Securities, Inc. (TULSA OK)
OK
05/06/2008 - 04/20/2017
AMERIPRISE FINANCIAL SERVICES, INC. (TULSA OK)
CA
02/10/2003 - 05/14/2008
CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)
OK
12/05/2001 - 02/04/2003
SOUTHMARK, INC. (TULSA OK)
MN
03/08/2001 - 11/16/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/08/2001 - 11/16/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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