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Financial Planning Services Advisors in Oklahoma
1,966 Results
Unclaimed
location

OKLAHOMA CITY, OK

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Seth David Park is a registered representative at Edward Jones and has been in the financial industry since 2017. Seth has a Series 66, Series 7, and SIE licenses, as well as state registrations in numerous states including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Delaware, Florida, Illinois, Michigan, Minnesota, Nevada, New Mexico, Oklahoma, Oregon, South Dakota, Tennessee, Texas, Virginia, Washington, and Wisconsin. Seth specializes in financial planning, pension consulting, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

WAGONER, OK

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Seth Yoder is an investment advisor representative and a registered representative with Edward Jones. Seth has been in the industry since March 7, 2018 and is licensed to provide investment advice in Alabama, Arkansas, California, Louisiana, Mississippi, Missouri, Nevada, Oklahoma, Texas, and more. Seth's firm, Edward Jones, is a well-established financial services company with a strong commitment to providing clients with personalized financial planning and investment advice. The firm offers a range of services, including portfolio management, financial planning, and retirement planning. Seth specializes in providing financial advice to individuals, families, and businesses.

SPECIALIZATIONS

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

Arvest Wealth Management

location

CHICKASHA, OK

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Seth Dylan Covey is a financial advisor who has been in the industry since July 4th, 2019. Seth is registered to provide investment advice in 15 states across the United States. Seth is a registered representative with Arvest Wealth Management, a company that provides financial planning and portfolio management services. Seth specializes in providing financial advice to individuals and businesses. Seth is also actively involved in the community and has a strong commitment to helping clients achieve their financial goals.

SPECIALIZATIONS

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

LPL Financial LLC

location

OWASSO, OK

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Seth Aaron Keith is a financial advisor with over 1 year of experience in the financial industry. Seth is registered with LPL Financial LLC in the state of Oklahoma. Seth is licensed to provide investment advice and securities trading services. Seth's areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses. Seth is committed to providing clients with personalized financial guidance and helping them reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

J.p. Morgan Securities LLC

location

Oklahoma City, OK

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Seth Osborne is a registered representative with J.p. Morgan Securities LLC. Seth has been in the industry since 2023 and holds a Series 7TO, Series 66, and SIE. Seth is registered in 53 states, including Oklahoma, Texas, Alabama, and Alaska. Seth provides financial planning services, including portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

OKLAHOMA CITY, OK

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Shaena Carter is an Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. She is a registered representative in Oklahoma and Texas and has been in the industry since 1999. Shaena has a variety of experience, including experience with securities, futures and investment advisory. She is also a licensed general securities representative.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

OKLAHOMA CITY , OK

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Shaheen Rogers is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Shaheen Rogers has been in the industry since 2021. Shaheen Rogers has a Series 66, Series 10, Series 9, Series 7TO and SIE. Shaheen Rogers is registered in 53 states and two provinces. Shaheen Rogers specializes in helping individuals and businesses with their financial planning needs. Shaheen Rogers is a Registered Representative and Investment Advisor Representative.

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

Raymond James Financial Services Advisors, Inc.

location

Edmond, OK

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Shaley Nicole Sikes is a financial advisor at Raymond James Financial Services Advisors, Inc. Shaley has been in the industry since February 2013. Shaley is registered with FINRA and is licensed in Oklahoma and Texas. Shaley is also licensed in 9 other states. Shaley's firm, Raymond James Financial Services Advisors, Inc., offers a variety of financial services, including financial planning, portfolio management, 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Kestra Advisory Services, LLC | CFP ® (Certifications)

location

Oklahoma City, OK

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Shamiah Shalette Naff is an investment advisor representative associated with Kestra Advisory Services, LLC. Shamiah has been in the financial industry since 2023 and holds licenses including Series 66, Series 7TO, and SIE. Shamiah is also a Certified Financial Planner. In addition to working at Kestra Advisory Services, LLC, Shamiah is also involved with other organizations including the Oklahoma Financial Center, Cocoa Initiative, KW Next Gen, and Oklahoma City Young Professionals. Shamiah is dedicated to providing comprehensive financial planning and investment management services to her clients.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

OKLAHOMA CITY, OK

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Shane Thompson is a financial advisor with Osaic Wealth, Inc. based in Oklahoma City, Oklahoma. Shane has been in the financial industry since December 1, 2015. Shane holds both Series 63 and 65 licenses, and has a Series 7 and SIE license. Shane provides financial advice to clients of all types, including individuals, businesses, and retirement plans. Shane also works as a contractor for Amazon Flex delivering packages. In addition to working at Osaic Wealth, Inc., Shane has also worked at SagePoint Financial, Inc. and AT&T.

SPECIALIZATIONS

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

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