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Financial Planning Services Advisors in Oklahoma
1,966 Results
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

CUSHING, OK

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Martina Goddard is an investment advisor representative registered with Raymond James Financial Services Advisors, Inc. Martina Goddard has been in the securities industry since January 31, 1989. Martina Goddard is registered with the state of Oklahoma as an Investment Advisor Representative and as a Broker/Dealer, among several other states. Martina Goddard has experience with Primevest Financial Services, Inc., The Lloyd Financial Group, and Marketing One Securities, Inc. Martina Goddard offers a range of services including: Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.

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
location

PONCA CITY, OK

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Mary Alcott Maddux is a financial advisor registered with Edward Jones. Mary has over 24 years of experience in the financial industry. Mary is a registered representative and an investment advisor representative. Mary has passed the Series 63, Series 65, Series 7, and SIE exams. Mary specializes in a variety of financial services including financial planning, pension consulting, and portfolio management. Mary is licensed in 29 states and has been active in the industry since June 7, 1999.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

OKLAHOMA CITY, OK

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Mary Giblin is a financial advisor with J.P. Morgan Securities LLC. Mary has been in the industry since 2015 and has a Series 7 and Series 66 license. Mary has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and has been registered in multiple states. Mary holds a state law exam from the state of Oklahoma. Mary is also the owner of Dolman Enterprises, LLC, a small business marketing firm.

SPECIALIZATIONS

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

OKLAHOMA CITY, OK

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Mary Jolyn Bauer is an investment advisor representative with Edward Jones. Mary is registered with the state of Oklahoma, Texas and 21 other states, and has been working in the financial industry since 2003. Mary has a Series 7 and Series 63 license, as well as the Series 65 and SIE exams. Mary has specialized in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Previously, Mary worked with Hilltop Securities Inc, PrimeVest Financial Services, Inc, Chase Investment Services Corp, and Banc One Securities Corporation.

SPECIALIZATIONS

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

Tulsa, OK

experience

1 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Maryam Ahmadi is an investment advisor representative at Edward Jones. Maryam has been in the industry since 2014. Maryam is registered with the state of Oklahoma. Maryam is currently licensed to provide financial planning, pension consulting, and portfolio management services to individuals and businesses.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

EDMOND, OK

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Mason Wayne Cude is an investment advisor representative with Osaic Wealth, Inc. Mason has been in the industry since 2022 and is licensed in Oklahoma and Texas. Mason is also licensed to provide investment advisory services in 10 states. Mason has passed the Series 66, Series 7 and SIE exams. Previous to joining Osaic Wealth, Inc., Mason worked at Arvest Wealth Management.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

OKLAHOMA CITY, OK

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Mason F Carrier is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., in Oklahoma City, Oklahoma. Mason has been in the financial industry since 2023. Mason has passed the Series 7TO, Series 66, and SIE exams. Mason is registered to offer investment advice in Oklahoma, Texas, Alabama, Arkansas, Colorado, Florida, Kansas, Louisiana, Missouri, New Mexico and other states.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

EDMOND, OK

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Mason Sommer is a financial advisor with over 30 years of experience in the industry. Mason currently works for Wells Fargo Advisors Financial Network, LLC, where Mason has been registered since 2009. Previously Mason has worked for other firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated and Prudential Securities Incorporated. Mason holds licenses in several states, including Oklahoma, Texas, and a number of other states. Mason is a well-respected financial advisor who has helped many clients achieve their financial goals. Mason is dedicated to providing personalized financial advice and guidance to help clients make informed decisions about their money.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

OKLAHOMA CITY, OK

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Mathew David Medcraff is a registered representative with J.p. Morgan Securities LLC in Oklahoma City, Oklahoma. Mathew has been in the securities industry since April 24, 2005. Mathew holds a Series 7, Series 6, Series 63, and Series 65 license. Mathew is also registered as an investment advisor representative in Oklahoma and Texas. Mathew was previously registered with Chase Investment Services Corp. and Banc One Securities Corporation.

SPECIALIZATIONS

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

Concorde Asset Management, LLC

location

NOBLE, OK

experience

33 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Matt Branstetter is an investment advisor representative at Concorde Asset Management, LLC. Matt has been in the financial services industry for over 30 years. Matt is a registered investment advisor in Arkansas, Georgia, Kansas, Oklahoma and Texas. Matt is also a registered representative with FINRA. Matt has a broad range of experience in the financial services industry, including investment advisory, securities brokerage and insurance. Matt is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS

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

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