Unclaimed
Layne McGee is a registered representative with Bok Financial Securities, Inc. Layne has been in the industry since September 10, 2012 and is licensed to provide a variety of financial services including securities and investment advisory services. Layne is located in Oklahoma City, OK and has a branch office at 499 West Sheridan Avenue, 25th, 26th and 27th Floors, Oklahoma City, OK 73102.
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
09/11/2012 - Present
BOK Financial Securities, Inc. (Oklahoma City OK)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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