Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yassire? Claim Your ProfileYassire Sanie is a registered investment advisor representative associated with Bok Financial Securities, Inc. Yassire has been working in the securities industry since 2012. Yassire has passed the Series 6, 7, 63, and 66 exams as well as the Securities Industry Essentials (SIE) exam. Yassire also has previous registration history with ARVEST WEALTH MANAGEMENT, BOK FINANCIAL SECURITIES, INC., SUNTRUST INVESTMENT SERVICES, INC., J.P. MORGAN SECURITIES LLC, and CHASE INVESTMENT SERVICES CORP. In addition to their work as an investment advisor, Yassire also works as an adjunct professor at Oklahoma City University and Oklahoma City Community College and as a tuition coordinator at Mercy School Institute. Yassire can provide financial planning, educational seminars, and advice about securities in any manner not described above.
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
02/13/2023 - Present
BOK Financial Securities, Inc. (Oklahoma City OK)
OK
07/09/2021 - 02/20/2023
ARVEST WEALTH MANAGEMENT (Oklahoma City OK)
OK
11/29/2017 - 06/23/2021
BOK FINANCIAL SECURITIES, INC. (Oklahoma City OK)
FL
07/31/2017 - 10/24/2017
SUNTRUST INVESTMENT SERVICES, INC. (SARASOTA FL)
OK
12/14/2016 - 07/13/2017
BOK FINANCIAL SECURITIES, INC. (OKLAHOMA CITY OK)
OK
10/01/2012 - 11/18/2015
J.P. MORGAN SECURITIES LLC (EDMOND OK)
OK
08/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (OKLAHOMA CITY OK)
BOTH
Issued 09/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/13/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Yassire Sanie is the right advisor for you? Invested Better is here to help.
