Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hunter? Claim Your ProfileHunter Alan Woody is a financial advisor with over 8 years of experience in the financial industry. Hunter has a strong background in providing financial planning, investment advice, and portfolio management services to individuals, businesses, and charitable organizations. Hunter is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, 63, 65, and SIE licenses. Hunter is currently registered with BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. Hunter is committed to providing personalized financial guidance and 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.
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
TX
01/03/2023 - Present
BOK Financial Securities, Inc. (Fort Worth TX)
TX
11/30/2017 - 01/04/2023
WELLS FARGO CLEARING SERVICES, LLC (SOUTHLAKE TX)
TX
02/12/2015 - 11/17/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FORT WORTH TX)
IA
Issued 05/07/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/12/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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