Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Robinson is a registered representative with Bok Financial Securities, Inc., with over 16 years of experience in the financial industry. Zachary has a broad range of experience with a focus on municipal advising and investment banking. In addition to working with individual clients, Zachary also advises businesses and institutional investors. Zachary's areas of specialization include retirement planning, college savings, investment management, and estate planning. Zachary holds Series 7, 66, 50 and SIE licenses.
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
09/09/2010 - Present
BOK Financial Securities, Inc. (Oklahoma City OK)
OK
06/04/2007 - 08/24/2010
GEARY SECURITIES, INC. (OKLAHOMA CITY OK)
BOTH
Issued 06/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 06/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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