Unclaimed
Hannah Bode is a financial advisor with Arvest Wealth Management. Hannah has been in the financial services industry for over ten years. She has a Series 7, Series 66, and SIE licenses. Hannah is registered to provide investment advice in 32 states and the District of Columbia. She works with individuals, families, businesses, and charitable organizations. Hannah helps clients develop and implement financial plans, invest their assets, and manage their retirement savings. Hannah is committed to providing her clients with personalized financial advice that meets their individual needs.
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.
1
2
OK
02/14/2019 - Present
Arvest Wealth Management (BARTLESVILLE OK)
OK
07/22/2013 - 02/27/2017
EDWARD JONES (BARTLESVILLE OK)
BOTH
Issued 09/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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