Unclaimed
Ryan Michael Flippo is a financial professional with over 10 years of experience in the industry. Ryan is currently registered with BOK Financial Securities, Inc. and is based in Tulsa, Oklahoma. Ryan has a strong background in providing financial advice, including portfolio management and financial planning. Ryan is also a registered Investment Advisor Representative. Ryan's experience with MML Investors Services, LLC provides him with an in-depth understanding of securities and investment management.
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
01/08/2018 - Present
BOK Financial Securities, Inc. (Tulsa OK)
OK
08/31/2012 - 07/11/2016
MML INVESTORS SERVICES, LLC (TULSA OK)
BOTH
Issued 12/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 06/04/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/08/2013
Series 24 - General Securities Principal Examination
BC
Issued 04/19/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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