Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Mitchell is an investment advisor representative at BOK Financial Securities, Inc. with over 17 years of experience in the financial services industry. Matthew has a strong background in securities, having passed the General Securities Representative Examination (Series 7) and the Futures Managed Funds Examination (Series 31) in 2005. He also has the Uniform Combined State Law Examination (Series 66) license and holds the Securities Industry Essentials Examination (SIE) license. Matthew specializes in providing a range of financial planning and portfolio management services to individual, business, and institutional clients. He is dedicated to building long-term relationships with his clients and working to achieve their financial goals.
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
11/20/2012 - Present
BOK Financial Securities, Inc. (TULSA OK)
OK
10/15/2010 - 09/28/2012
SPIRE SECURITIES, LLC (TULSA OK)
OK
06/01/2009 - 10/29/2010
MORGAN STANLEY SMITH BARNEY (TULSA OK)
OK
08/10/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TULSA OK)
OK
04/02/2007 - 08/13/2007
MORGAN STANLEY & CO., INCORPORATED (TULSA OK)
OK
03/14/2005 - 04/02/2007
MORGAN STANLEY DW INC. (TULSA OK)
BOTH
Issued 04/08/2005
Series 66 - Uniform Combined 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 05/04/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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