Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Michael Gilbert is a financial advisor registered with BOK Financial Securities, Inc. George has been in the industry since 1993. George has a Series 7, Series 52, Series 63, Series 52TO and SIE. George is registered in Connecticut, Florida, Maryland, New York, Oklahoma, Texas and Wyoming. George's firm, BOK Financial Securities, Inc., is a brokerage firm headquartered in Tulsa, Oklahoma. They offer a variety of financial services, including financial planning, portfolio management, and educational seminars. Their firm has a focus on working with individuals, corporations, and charities.
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
05/12/2004 - Present
BOK Financial Securities, Inc. (Oklahoma City OK)
IL
04/01/1999 - 05/17/2004
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
OH
10/09/1997 - 04/01/1999
BANC ONE CAPITAL MARKETS, INC. (COLUMBUS OH)
MO
12/16/1992 - 03/03/1997
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
BC
Issued 07/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1992
Series 7 - General Securities Representative Examination
BC
Issued 04/08/1988
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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