Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Edward Turner is a financial advisor based in Tulsa, OK with over 20 years of experience in the industry. Nathan is currently a registered representative with BOK Financial Securities, Inc. Nathan holds the Series 7, Series 24, Series 52, and Series 63 licenses. Nathan offers a variety of financial services, including financial planning, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
OK
11/04/2011 - Present
BOK Financial Securities, Inc. (TULSA OK)
TN
02/22/2005 - 10/29/2007
SUNTRUST ROBINSON HUMPHREY, INC. (MEMPHIS TN)
TN
03/02/1999 - 02/22/2005
NBC CAPITAL MARKETS GROUP, INC. (MEMPHIS TN)
BC
Issued 11/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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