Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Jean Stewart is a registered representative with BOK Financial Securities, Inc. and has been in the financial industry since November 1995. Paula Jean Stewart has a Series 6, 7, and 66 license and provides financial advice and services to individuals, high-net-worth individuals, corporations, and charitable organizations. Paula Jean Stewart is also a registered investment advisor in Oklahoma.
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
10/06/2010 - Present
BOK Financial Securities, Inc. (OKLAHOMA CITY OK)
OK
01/04/2008 - 09/17/2010
T.S. PHILLIPS INVESTMENTS, INC. (OKLAHOMA CITY OK)
OK
07/06/2005 - 01/04/2008
CHASE INVESTMENT SERVICES CORP. (OKLAHOMA CITY OK)
IL
10/31/1995 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 06/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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