Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Everett Hawes is a financial professional with over 15 years of experience in the financial services industry. Keith is currently registered with BOK Financial Securities, Inc. and has been with the firm since May 2014. Keith previously worked with TRIAD ADVISORS, INC. and MBM SECURITIES, INC. Keith offers a variety of financial services to individuals, corporations, and charitable organizations. These services include portfolio management, financial planning, and educational seminars.
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
TX
05/12/2014 - Present
BOK Financial Securities, Inc. (HOUSTON TX)
TX
10/13/2011 - 06/11/2014
TRIAD ADVISORS, INC. (HOUSTON TX)
TX
06/11/2004 - 11/21/2011
MBM SECURITIES, INC. (HOUSTON TX)
IA
Issued 08/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Keith Hawes is the right advisor for you? Invested Better is here to help.
