Unclaimed
Jamie Scott is a registered representative with BOK Financial Securities, Inc. Jamie has been in the securities industry since September 2019. Jamie is licensed to provide investment advice in Arkansas, California, Florida, Kansas, Maryland, Michigan, Mississippi, Missouri, Nebraska, New Jersey, Oklahoma, Tennessee and Texas. Jamie is also a registered investment advisor representative with BOK Financial Securities, Inc. in Oklahoma. The firm provides financial planning services, educational seminars and selection of other advisors to clients. Jamie is part of a team at BOK Financial Securities, Inc. that manages over $737,556,409 in assets.
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
08/03/2021 - Present
BOK Financial Securities, Inc. (OWASSO OK)
OK
09/27/2019 - 07/12/2021
EDWARD JONES (OWASSO OK)
BOTH
Issued 01/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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