Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ossie? Claim Your ProfileOssie Patton is a financial advisor at Bok Financial Securities, Inc. Ossie has over 10 years of experience in the financial industry and is registered with the state of Oklahoma as both a broker-dealer and an investment advisor representative. Ossie has a broad range of experience working with clients in a variety of capacities, including corporations, high net worth individuals, insurance companies, charitable organizations, and individuals other than high net worth. Ossie is committed to providing clients with personalized financial advice that meets their individual needs. Ossie also provides advice about securities in any manner not described above, financial planning, educational seminars, and selection of other advisors. Ossie offers portfolio management for businesses, individuals, and pooled investment vehicles.
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
11/30/2022 - Present
BOK Financial Securities, Inc. (TULSA OK)
OK
12/01/2020 - 11/18/2022
CETERA INVESTMENT SERVICES LLC (TULSA OK)
OK
09/20/2017 - 12/11/2020
SECURIAN FINANCIAL SERVICES, INC. (TULSA OK)
OK
10/20/2014 - 09/18/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TULSA OK)
OK
01/26/2012 - 10/08/2014
EDWARD JONES (BROKEN ARROW OK)
BOTH
Issued 02/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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