Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marilynda? Claim Your ProfileMarilynda Kuehn is a financial advisor with over 20 years of experience in the industry. Marilynda is currently registered with BOK Financial Securities, Inc. and has previously held positions at Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, and Citigroup Global Markets Inc. Marilynda specializes in providing financial advice to individuals, businesses, and other investment vehicles. Marilynda is committed to helping clients achieve their financial goals and is known for her personalized approach.
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
02/02/2022 - Present
BOK Financial Securities, Inc. (Tulsa OK)
OK
09/27/2016 - 02/15/2022
WELLS FARGO CLEARING SERVICES, LLC (TULSA OK)
OK
07/01/2014 - 09/08/2016
BOK FINANCIAL SECURITIES, INC. (TULSA OK)
OK
10/01/2008 - 07/11/2014
J.P. MORGAN SECURITIES LLC (TULSA OK)
OK
09/26/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (TULSA OK)
OK
03/08/2002 - 09/10/2007
CITIGROUP GLOBAL MARKETS INC. (TULSA OK)
NY
03/09/1998 - 12/12/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
10/20/1997 - 04/02/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 03/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/17/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 10/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Marilynda Kuehn is the right advisor for you? Invested Better is here to help.
