Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Ingargiola is a financial advisor with Bok Financial Securities, Inc., with over 20 years of experience in the financial industry. Randy has been with Bok Financial Securities, Inc. since April 2018 and is based in the Oklahoma City, OK office. Prior to joining Bok Financial Securities, Inc. Randy worked at Vonfeldt & Associates, Inc., Brokers Transaction Services, Inc., and Stifel, Nicolaus & Company, Incorporated. Randy offers a range of financial services including financial planning, portfolio management for businesses and individuals, as well as educational seminars. Randy is registered with the state of Oklahoma and has licenses in Series 63, Series 65, Series 24, SIE, and Series 7.
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
04/05/2018 - Present
BOK Financial Securities, Inc. (Oklahoma City OK)
OK
02/01/1995 - 11/01/1996
VONFELDT & ASSOCIATES, INC. (OKLAHOMA CITY OK)
TX
12/05/1994 - 02/03/1995
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
MO
10/08/1993 - 12/15/1994
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
BC
Issued 04/27/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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