Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Anthony Kosir is a financial advisor currently registered with BOK Financial Securities, Inc. in Tulsa, Oklahoma. Mark has been in the financial industry since July 1992 and has a wide range of experience in various aspects of the industry. Mark's expertise includes providing financial planning, portfolio management, educational seminars, and selecting other advisors for their clients. Mark's experience and credentials make him a valuable resource for individuals and businesses seeking financial guidance.
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
11/06/2002 - Present
BOK Financial Securities, Inc. (Tulsa OK)
TX
02/23/1998 - 11/19/2002
THE (WILSON) WILLIAMS FINANCIAL GROUP (DALLAS TX)
MA
01/01/1998 - 02/24/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NA
08/13/1997 - 01/01/1998
NATIONSSECURITIES
MO
09/03/1996 - 08/13/1997
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
NA
07/25/1994 - 09/03/1996
BANC IV INVESTMENTS, INC.
MI
10/07/1993 - 07/19/1994
AMERICAN BROKERAGE SERVICES, INC. (DETROIT MI)
MN
03/01/1993 - 09/24/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/01/1993 - 09/24/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
06/01/1992 - 01/15/1993
MIMLIC SALES CORPORATION (ST. PAUL MN)
IA
Issued 05/13/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1993
Series 7 - General Securities Representative Examination
BC
Issued 05/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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