linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Erik Joseph Visokey

BOK Financial Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Erik? Claim Your Profile

About Erik Joseph Visokey

Erik Visokey is a financial advisor with Bok Financial Securities, Inc. located in Stamford, CT. Erik has been in the industry since January 20, 2010. Erik holds FINRA Series 7, 24 and 63 licenses and has been registered with FINRA since May 23, 2016. Erik's previous experience includes working as a financial advisor for Tullett Prebon Financial Services LLC. Erik is registered in Connecticut and New York.

Firm Information

Erik Visokey is currently registered with BOK Financial Securities, Inc.. BOK Financial Securities, Inc. is a corporation formed on December 23, 1985, headquartered in Tulsa, Oklahoma. The firm provides financial planning, educational seminars, and portfolio management services for individuals, businesses, and pooled investment vehicles. They also offer advice about securities in any manner not described above and provide selection of other advisers services. BOK Financial Securities, Inc. is registered with the SEC and in all 50 states, the District of Columbia, and the Virgin Islands. The firm has approximately 737 million dollars in assets under management.
BOK Financial Securities, Inc.

ONE WILLIAMS CENTER

TULSA, OK 74102

$737.56M

Assets Under Management

Not reported

Total Clients

311

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

furnishes advice about securities in any manner not described above.

Furnishes advice about securities in any manner not described above.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Erik Visokey’s Registration & Firm History

CT

05/23/2016 - Present

BOK Financial Securities, Inc. (Stamford CT)

NY

01/11/2010 - 05/13/2016

TULLETT PREBON FINANCIAL SERVICES LLC (NEW YORK NY)

Not sure if Erik Joseph Visokey is right for you?

Licenses & Designations

BC

Issued 04/06/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Erik Joseph Visokey. Review regulatory record here.
Not sure if Erik Joseph Visokey is right for you?