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Financial Planning Services Advisors in Oklahoma
1,966 Results
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Bartlesville, OK

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Robison is an investment advisor representative at Raymond James Financial Services Advisors, Inc., located in Bartlesville, Oklahoma. Aaron Robison is a financial professional with experience in the industry. Aaron Robison's specialties include Retirement Planning, College Savings, Investment Management and Estate Planning. Aaron Robison's office is located at 330 S Johnstone Ave in Bartlesville. Aaron Robison is also registered with the state of Oklahoma as an investment advisor representative.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

MML Investors Services, LLC

location

Oklahoma City, OK

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Aaron Stephen Curry is a financial advisor registered with MML Investors Services, LLC, and has been in the industry since March 1, 1999. Aaron Curry is currently registered with the states of Oklahoma and Texas. He has a Series 7, 31, 63, and 65 licenses, and is also licensed to sell insurance. Aaron Curry has experience with various investment strategies and financial planning services. Aaron Curry specializes in asset allocation programs, financial planning, pension consulting, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION PROGRAMS
Unclaimed

UBS Financial Services Inc.

location

TULSA, OK

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Donald Massey is a financial advisor at UBS Financial Services Inc. Aaron has been in the financial services industry since November 2012. Aaron is a registered representative in Oklahoma and Texas. Aaron has Series 7, 31, 63, and 65 licenses and holds the SIE designation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

Arvest Wealth Management | CFP ® (Certifications)

location

BARTLESVILLE, OK

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Carl Tesavis is a financial advisor with Arvest Wealth Management, located in Bartlesville, Oklahoma. Aaron holds Series 63, 7TO and SIE licenses and is a Certified Financial Planner. Aaron has worked in the financial services industry since 2013. Prior to joining Arvest Wealth Management, Aaron worked at JP Morgan and PNC Bank, N.A. Aaron specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Aaron is also dually employed by Arvest Bank's Trust Department.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Avantax Advisory Services

location

Oklahoma City, OK

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Waters is a financial advisor with Avantax Advisory Services, specializing in providing financial advice to individuals and families. He has over a decade of experience in the financial industry, and his areas of expertise include financial planning, portfolio management, and retirement planning. Aaron is registered with the state of Oklahoma and Texas. He holds the Series 6, 7, 63, and 65 licenses, along with the SIE.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

Sutterfield Financial Group, Inc.

location

BARTLESVILLE, OK

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Kvistero is a financial advisor with Sutterfield Financial Group, Inc. based in Bartlesville, Oklahoma. Aaron has been in the financial industry since 2003 and is registered with the state of South Dakota. Aaron has worked for several different firms in the past, including National Planning Corporation and American General Securities Incorporated. Sutterfield Financial Group, Inc. offers a variety of financial services to individuals, businesses, and institutions, including investment consulting, financial planning, pension consulting, and portfolio management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Tulsa, OK

experience

13 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Aaron McKinney is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc.. Aaron is registered with the state of Oklahoma, and has been in the industry since September 6, 2011. Aaron has also worked at CETERA ADVISORS LLC and SECURIAN FINANCIAL SERVICES, INC..

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Tulas, OK

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Pepin is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Aaron Pepin has been in the industry since May 2005. Aaron Pepin is registered to provide investment advice in Alabama, Kansas, Maine, Missouri, Oklahoma, and South Carolina. Aaron Pepin also works with Providence Wealth Advisors LLC, Legacy Wealth Management LLC, Providence Insurance Advisors LLC, and Legacy Insurance Advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Osaic Wealth, Inc.

location

Jenks, OK

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Abby Renee Hubble is an active investment advisor representative with Osaic Wealth, Inc.. Abby is licensed to provide investment advice in Arkansas, Oklahoma and Texas. Abby also has a Series 63 license and is a registered representative with FINRA.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Avantax Advisory Services

location

LAWTON, OK

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Adam Perry is a registered investment advisor representative with Avantax Advisory Services. Adam has been in the industry since 2013 and is licensed to provide investment advice in Oklahoma, Texas and Florida. Adam holds a Series 7, Series 66 and SIE licenses. In addition to working as an advisor with Avantax Advisory Services, Adam is a Director/Officer with Barnes Welsh & Perry, PC. Adam is also a contingent co-trustee for several personal trusts and has a position with the Avantax Insurance Agency.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS

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