Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felix? Claim Your ProfileFelix Milton Jones is a registered investment advisor representative with Osaic Wealth, Inc. Felix has over 30 years of experience in the financial services industry. Felix has a wide range of experience in providing financial advice to individuals, families, and businesses. Felix 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.
Guidance on pension options to ensure a secure financial future.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OK
06/14/2024 - Present
Osaic Wealth, Inc. (TULSA OK)
OK
12/15/2022 - 06/14/2024
SECURITIES AMERICA, INC. (TULSA OK)
OK
03/21/2019 - 12/21/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Tulsa OK)
OK
09/16/2015 - 03/22/2019
SECURITIES AMERICA, INC. (TULSA OK)
OK
08/19/2013 - 09/24/2015
LPL FINANCIAL LLC (TULSA OK)
OK
09/07/2010 - 08/21/2013
NFP SECURITIES, INC. (TULSA OK)
OK
03/13/2008 - 09/10/2010
ING FINANCIAL ADVISERS, LLC (TULSA OK)
OK
11/21/2006 - 03/24/2008
H. BECK, INC. (TULSA OK)
MA
05/18/2005 - 06/12/2006
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
12/15/1983 - 04/14/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 09/23/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1999
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/14/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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