Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Henry Wehner is a financial advisor associated with BOK Financial Securities, Inc. James has been in the financial industry since 2003. He is a Registered Representative and Investment Advisor Representative. James has passed a series of exams, including the Series 7, Series 63, Series 52TO, and Series 65. James is registered to offer securities and investment advisory services in Alabama, Arizona, California, Florida, Indiana, Iowa, Kansas, Louisiana, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Oklahoma, Tennessee, and Texas. James currently works out of the Overland Park, Kansas office of BOK Financial Securities, Inc. James is also a co-owner/partner of PIN OAKS FLATS, LLC, a property business based in Prairie Village, Kansas.
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
KS
07/01/2011 - Present
BOK Financial Securities, Inc. (Overland Park KS)
IA
Issued 06/30/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2003
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 08/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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