Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Evangeline Iwata is a financial advisor with Bok Financial Securities, Inc. based in Tulsa, Oklahoma. Kathryn has been working in the financial services industry since 2011. Kathryn holds Series 7, Series 63, and Series 66 licenses. Kathryn has been registered with BOK Financial Securities, Inc. since March 2024. Before joining BOK Financial Securities, Inc. Kathryn worked at J.P. Morgan Securities LLC. Kathryn has experience providing financial advice to individuals, families, and businesses.
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
03/05/2024 - Present
BOK Financial Securities, Inc. (Tulsa OK)
OK
01/18/2023 - 02/16/2024
J.P. MORGAN SECURITIES LLC (Tulsa OK)
OK
09/15/2014 - 01/06/2023
BOK FINANCIAL SECURITIES, INC. (Tulsa OK)
OK
01/09/2013 - 09/22/2014
AMERIPRISE FINANCIAL SERVICES, INC. (TULSA OK)
OK
05/12/2011 - 06/05/2012
THE BAKER GROUP, LP (OKLAHOMA CITY OK)
BOTH
Issued 10/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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