Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Edwards is a financial professional with over 16 years of experience in the industry. Jeff is a registered representative with Bok Financial Securities, Inc. and holds multiple licenses, including Series 7, 52, 53, 54, 63 and SIE. Jeff specializes in providing financial planning, portfolio management, and investment advice to individual and business clients. Jeff is committed to helping clients reach 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
OK
10/04/2006 - Present
BOK Financial Securities, Inc. (Oklahoma City OK)
BC
Issued 12/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2019
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 03/07/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 12/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2006
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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