Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Ross is a registered investment advisor representative with BOK Financial Securities, Inc.. Donald has been in the industry since 1994 and is currently registered with the state of Oklahoma. He holds the Series 6, 7, 52, and 63 licenses as well as the SIE. Donald is an active member of the industry with previous roles at firms such as Scottsdale Securities, Inc., BANC ONE Securities Corporation, BHCM INC., and TRADESTAR INVESTMENTS, INC.. Donald Ross is a licensed professional advisor with more than 20 years of experience in the securities industry and is dedicated to providing clients with personalized investment advice and guidance.
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
11/17/1999 - Present
BOK Financial Securities, Inc. (TULSA OK)
MO
04/28/1999 - 06/03/1999
SCOTTSDALE SECURITIES, INC. (ST. LOUIS MO)
IL
10/01/1997 - 01/21/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
01/02/1997 - 10/02/1997
BHCM INC. (HOUSTON TX)
TX
08/22/1994 - 01/02/1997
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
IA
Issued 10/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/25/1994
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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