Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Mills is a financial advisor with BOK Financial Securities, Inc., located in Tulsa, Oklahoma. Zachary has been a financial advisor since August 2017 and holds the Series 6, 7, 52TO and SIE licenses. Zachary specializes in helping individuals and families with their financial planning needs, including retirement planning, investment management, and college savings. Zachary is also registered with the state of Oklahoma as an Investment Advisor Representative and holds a Chartered Financial Consultant designation. Zachary is committed to providing personalized service and helping clients achieve their financial goals.
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.
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OK
11/30/2021 - Present
BOK Financial Securities, Inc. (Tulsa OK)
OK
08/21/2017 - 12/05/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TULSA OK)
BC
Issued 07/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/21/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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