Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Lopez is a registered representative with Arvest Wealth Management. Jacob has been in the securities industry since January 6, 2019. Jacob is registered with the state of Oklahoma. Jacob is also registered with FINRA and the state of Oklahoma as an investment advisor representative. Prior to joining Arvest Wealth Management, Jacob worked at BOK Financial Securities, Inc. Jacob has passed the Series 66, Series 7TO, SIE and Series 79 exams. Jacob also works at Arvest Bank and owns and manages EMRJ Properties, LLC.
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
12/19/2019 - Present
Arvest Wealth Management (TULSA OK)
OK
01/27/2017 - 02/24/2017
BOK FINANCIAL SECURITIES, INC. (TULSA OK)
BOTH
Issued 12/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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