Unclaimed
Rick Marlon Hadrava is a registered Investment Advisor Representative with Scissortail Wealth Management, LLC. Rick Marlon Hadrava has been in the financial services industry since 1994. Rick Marlon Hadrava has experience in a variety of investment areas including financial planning, portfolio management for individuals and businesses, and futures managed funds. Rick Marlon Hadrava is a Series 7, Series 10, Series 3, Series 9, Series 31 and Series 65 licensed professional.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
OK
01/15/2023 - Present
Scissortail Wealth Management, LLC (Oklahoma City OK)
OK
03/17/2008 - 07/17/2018
RAYMOND JAMES & ASSOCIATES, INC. (OKLAHOMA CITY OK)
TX
02/28/2003 - 03/18/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT. WORTH TX)
NY
10/18/1994 - 03/10/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 10/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/08/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/16/2001
Series 3 - National Commodity Futures Examination
BC
Issued 10/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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