Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Zarich is a financial professional with over 25 years of experience in the financial services industry. Michael is currently registered with BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. Michael holds a Series 7, Series 66, Series 24 and Series 63 license. Michael provides financial advisory services to individuals, businesses, and institutions. Michael specializes in helping clients develop personalized financial plans and investment strategies.
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.
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2
TX
11/21/2022 - Present
BOK Financial Securities, Inc. (Houston TX)
TX
07/31/1999 - 12/31/2005
STANFORD GROUP COMPANY (HOUSTON TX)
MN
08/20/1998 - 01/19/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/20/1998 - 01/19/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/16/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/06/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2004
Series 24 - General Securities Principal Examination
BC
Issued 08/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/24/2021
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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