Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Kharitou is a financial advisor at Bok Financial Securities, Inc. Mark has been in the financial industry since January 14, 1998. Mark is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7, Series 52TO and a Series 63 license. Mark has been registered with Bok Financial Securities, Inc. since November 21, 2011. Prior to that, Mark was employed by M&I FINANCIAL ADVISORS, INC from January 15, 1998 to December 6, 2011. Mark is licensed to offer investment advice in Georgia, Illinois, Indiana, Iowa, Michigan, Minnesota, Nevada, Pennsylvania, Utah, and Wisconsin. Mark's area of specialization is in securities and financial planning.
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
WI
11/21/2011 - Present
BOK Financial Securities, Inc. (Milwaukee WI)
WI
01/15/1998 - 12/06/2011
M&I FINANCIAL ADVISORS, INC (MILWAUKEE WI)
BC
Issued 02/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Kharitou is the right advisor for you? Invested Better is here to help.
