Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Dwain Germany is a financial advisor with over 27 years of experience in the industry. Steve is currently registered with BOK Financial Securities, Inc. in Texas, having joined the firm in June 2007. Steve has a strong track record of providing financial advice and services to individuals, families, and businesses. Steve is committed to providing clients with personalized attention and guidance.
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.
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2
TX
06/01/2007 - Present
BOK Financial Securities, Inc. (Fort Worth TX)
TX
01/03/2006 - 06/23/2007
UVEST FINANCIAL SERVICES GROUP, INC. (GRAPEVINE TX)
TX
09/06/2000 - 12/31/2005
JEFFERSON PILOT SECURITIES CORPORATION (ADDISON TX)
NJ
07/23/1996 - 08/28/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 11/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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