Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas David Dewall is a registered representative with Bok Financial Securities, Inc. in Tulsa, OK. Thomas has been in the financial services industry since January 28, 2022, and is licensed to sell securities in Oklahoma. Thomas has passed the Series 7TO, Series 63, and SIE exams.
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
01/29/2022 - Present
BOK Financial Securities, Inc. (Tulsa OK)
BC
Issued 02/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Thomas Dewall is the right advisor for you? Invested Better is here to help.
