Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joan? Claim Your ProfileJoan M. Fields is a financial professional with over 19 years of experience in the industry. Joan is a Registered Representative of BOK Financial Securities, Inc. and holds the Series 7, Series 66, and SIE licenses. Joan also holds the Certified Financial Planner designation. Joan is registered to offer investment advisory services in the state of Oklahoma and provides services to a diverse clientele including individuals, families, trusts, charitable organizations, and businesses. In addition to her work with BOK Financial Securities, Inc. Joan also has a 50% ownership interest in A.V.A. Properties, LLC, which primarily manages residential real estate.
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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OK
10/02/2018 - Present
BOK Financial Securities, Inc. (TULSA OK)
BOTH
Issued 12/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/11/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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