Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Skipper is a Registered Representative at BOK Financial Securities, Inc. based in Tulsa, OK. Sara Skipper has been in the financial services industry since 2007. Sara Skipper has a combined experience of over 15 years in the financial services industry. Sara Skipper is licensed to provide investment advisory services in Oklahoma. Sara Skipper is also registered with FINRA and is a member of the Securities Industry and Financial Markets Association (SIFMA). Sara Skipper specializes in providing investment advice to individuals, businesses, and high-net-worth clients. Sara Skipper also provides financial planning services, educational seminars, and portfolio management services.
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
04/27/2009 - Present
BOK Financial Securities, Inc. (Tulsa OK)
OK
03/23/2007 - 12/22/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TULSA OK)
BOTH
Issued 05/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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