Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Wesley Pratt is a financial advisor at BOK Financial Securities, Inc. in Tulsa, Oklahoma. William has been in the financial industry since 2023. William has a Series 66, Series 7TO and SIE licenses. William is registered in 7 states: Arizona, California, Colorado, Missouri, New Mexico, Oklahoma, and Oklahoma for IA. William also has a separate business as a sole proprietor maintaining residential properties. William is experienced in a variety of financial services, including investment advice, financial planning, and educational seminars. William specializes in 1, 3, 4, 5, 6, and 10.
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
01/09/2024 - Present
BOK Financial Securities, Inc. (Tulsa OK)
BOTH
Issued 12/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure William Pratt is the right advisor for you? Invested Better is here to help.
