Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmy? Claim Your ProfileJimmy Dwayne Harmon is a financial professional with over 20 years of experience in the industry. Currently registered with BOK Financial Securities, Inc. in Oklahoma City, Oklahoma, Jimmy has a broad range of experience working with various clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Jimmy Harmon is a Registered Representative and Investment Advisor Representative, holding Series 63, 66, 7, and 26 licenses. Jimmy's commitment to his clients is evident in his dedication to providing personalized financial advice and solutions tailored to their individual needs.
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
04/09/2024 - Present
BOK Financial Securities, Inc. (Oklahoma City OK)
OK
12/05/2006 - 12/22/2023
FBL MARKETING SERVICES, LLC (ENID OK)
OK
06/28/2005 - 11/13/2006
ARVEST ASSET MANAGEMENT (OKLAHOMA CITY OK)
MO
08/22/2000 - 06/20/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 12/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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