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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Burkhead is a financial advisor with Arvest Wealth Management. Steven has been in the financial services industry since 1990. Steven is licensed to provide investment advice in Arkansas, Kansas, Massachusetts, Missouri, Oklahoma, and Utah. Steven holds multiple FINRA licenses, including Series 7, 8, 9, 10, 24, 63 and 65. Steven specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Steven has been a FINRA Industry Arbitrator since 2003.
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.
Guidance on pension options to ensure a secure financial future.
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.
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
04/18/2012 - Present
Arvest Wealth Management (Tulsa OK)
AR
01/01/2008 - 04/24/2012
WELLS FARGO ADVISORS, LLC (ROGERS AR)
AR
11/29/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ROGERS AR)
IA
Issued 04/15/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/19/2011
Series 24 - General Securities Principal Examination
BC
Issued 03/15/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1996
Series 3 - National Commodity Futures Examination
BC
Issued 11/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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