Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Rose Parrish is a financial advisor at BOK Financial Securities, Inc., where she has been employed since November 2021. She has over 7 years of experience in the financial services industry and is licensed in Oklahoma. Rebecca has a strong background in securities and investment products and specializes in providing financial advice and investment management services to individuals, businesses, and charitable organizations. Rebecca is committed to helping her clients achieve their financial goals.
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
11/01/2021 - Present
BOK Financial Securities, Inc. (Tulsa OK)
OK
02/25/2014 - 10/27/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TULSA OK)
BOTH
Issued 05/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2022
Series 24 - General Securities Principal Examination
BC
Issued 05/01/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/28/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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