Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Irene Snow is a registered representative of BOK Financial Securities, Inc., and holds Series 66, 7TO, SIE and 99 licenses. Samantha Irene Snow is active in both Broker-Dealer and Investment Advisor capacity. Samantha Irene Snow has been active in the industry since 2017 and is currently employed by BOK Financial Securities, Inc.. Samantha Irene Snow provides advisory services to individuals, businesses, corporations, charitable organizations, and pooled investment vehicles. Samantha Irene Snow's firm specializes in financial planning, educational seminars, selection of other advisors, and portfolio 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
05/03/2021 - Present
BOK Financial Securities, Inc. (Tulsa OK)
BOTH
Issued 04/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2017
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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