Unclaimed
Thomas Wesley Verdel is an Investment Advisor Representative who has been registered with the Securities and Exchange Commission (SEC) since 2006. Thomas has a Series 65 license and works for Cavanal Hill Investment Management, Inc. The firm provides portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. They manage assets for a variety of clients including banking or thrift institutions, investment companies, and other investment advisors. They have offices in Tulsa, OK.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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OK
11/02/2007 - Present
Cavanal Hill Investment Management, Inc. (TULSA OK)
IA
Issued 01/03/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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