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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Zver is a financial advisor with BOK Financial Securities, Inc. based in Houston, Texas. John has been in the financial industry since 2003 and has a strong background in providing financial advice to individuals, businesses and charitable organizations. John is a Certified Financial Planner and holds the Series 6, 7, 63 and 65 licenses. John has experience in various areas of financial planning including retirement planning, college savings, investment management and estate planning. John also worked with Triad Advisors, Inc. and DWS Investments Distributors, Inc. prior to joining BOK Financial Securities, Inc. John is committed to providing personalized and comprehensive financial advice to help clients achieve 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
TX
01/14/2022 - Present
BOK Financial Securities, Inc. (HOUSTON TX)
TX
06/11/2013 - 06/11/2014
TRIAD ADVISORS, INC. (HOUSTON TX)
IL
03/20/2003 - 01/02/2013
DWS INVESTMENTS DISTRIBUTORS, INC (CHICAGO IL)
IA
Issued 05/06/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/18/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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