Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Wheeler is a financial advisor working at BOK Financial Securities, Inc. in Oklahoma City, OK. Gregory has been in the industry since 2001 and has a series 7, 24, and 66 license. Gregory Wheeler is a registered representative and investment advisor representative with BOK Financial Securities, Inc. and holds a Series 7, 24, and 66 license. Gregory Wheeler has been in the industry since 2001, and is committed to providing a high level of personalized financial advice.
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.
1
2
OK
09/16/2003 - Present
BOK Financial Securities, Inc. (Oklahoma City OK)
MA
03/13/2001 - 02/24/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 12/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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