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Financial Planning Services Advisors in Oklahoma
1,966 Results
Unclaimed

Raymond James & Associates, Inc.

location

TULSA, OK

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Anthony David Allen is a registered representative with Raymond James & Associates, Inc., located in Tulsa, Oklahoma. Anthony is registered to provide investment advice in 30 states and is also a registered investment advisor in Oklahoma and Texas. Anthony has been in the securities industry since July 2013. He has a Series 66, Series 7 and SIE license. Anthony has a variety of experiences in the financial services industry having worked at Morgan Stanley and Morgan Stanley Private Bank, National Association before joining Raymond James & Associates, Inc. Anthony also owns and operates GOOD STEWARD ACCOUNTING in Tulsa, Oklahoma. He is an officer (President) of the Southern Parkes Estates Homeowners Association and is a trustee at Yale Avenue Christian Church. Anthony's primary focus is on individual and business financial planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Hornor, Townsend & Kent, LLC

location

OKLAHOMA CITY, OK

experience

33 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Anthony Hernandez is a registered representative with Hornor, Townsend & Kent, LLC. Anthony has been in the financial services industry since 1992 and has experience providing financial advice to individuals, businesses, and charitable organizations. Anthony has passed the Series 6, Series 7, Series 63 and Series 65 exams. Anthony also has a strong background in insurance sales and service. Anthony has been with Hornor, Townsend & Kent since August 2012.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

OKLAHOMA CITY, OK

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Garcia is a registered investment advisor representative with Raymond James & Associates, Inc. Anthony has been in the financial services industry since 2019. Anthony has passed both the Series 63 and Series 65 exams, allowing Anthony to provide investment advice in a variety of states. Anthony also holds a Series 7TO, giving Anthony the ability to provide a range of securities products. Anthony has experience working with individuals, businesses, and retirement plans. Anthony is dedicated to providing personalized financial advice to help clients 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Ameriprise Financial Services, LLC

location

NORMAN, OK

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Cruse is an Investment Advisor Representative with Ameriprise Financial Services, LLC. Anthony has been in the financial services industry since 2021. Anthony is registered with the state of Oklahoma. Anthony has passed the Series 63, Series 65, Series 7TO and SIE exams. Anthony works in the Norman office of Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC is a registered investment advisor with the SEC. Ameriprise Financial Services, LLC has offices in Norman and Oklahoma City.

SPECIALIZATIONS

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

Exencial Wealth Advisors

location

OKLAHOMA CITY, OK

0 Disclosures

ADVISOR BIO

Anthony August Saltarski is a registered investment advisor representative with Exencial Wealth Advisors, a firm that provides financial planning, portfolio management, and pension consulting services. Anthony holds Series 7, Series 63, Series 65 and SIE licenses. Anthony is a seasoned professional with experience in the industry, having worked with several organizations prior to joining Exencial Wealth Advisors.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

OKLAHOMA CITY, OK

experience

49 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Anthony Howard is a financial advisor currently registered with Equitable Advisors, LLC in Oklahoma City, Oklahoma. Anthony has been in the industry since January 26, 1976, and holds a variety of licenses and certifications, including Series 7, 24, 53, 63, and 65. Anthony has prior experience with The Equitable Life Assurance Society of the United States, where Anthony was registered from January 27, 1976 to January 5, 2000. In addition to his work at Equitable Advisors, LLC, Anthony also has experience working as an ordained minister.

SPECIALIZATIONS

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

MML Investors Services, LLC | CFC ® (Certifications)

location

Edmund, OK

experience

26 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Anthony Cross is a financial advisor with over 20 years of experience in the financial services industry. Anthony is registered with MML Investors Services, LLC. Anthony holds Series 6, 7 and 63 licenses, as well as the SIE. He is a Chartered Financial Consultant (ChFC) and has worked with a variety of clients throughout his career. Anthony has served in previous roles with Vanderbilt Securities, LLC, The O.N. Equity Sales Company, and Walnut Street Securities, Inc. Anthony is committed to providing personalized financial advice and guidance to help his 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
ASSET ALLOCATION PROGRAMS
Unclaimed

Prospera Private Wealth, LLC

location

OKLAHOMA CITY, OK

0 Disclosures

ADVISOR BIO

Arlis Reuter is an Investment Advisor Representative at Prospera Private Wealth, LLC. Arlis has been in the industry since 2000 and is registered in Oklahoma and Texas. Arlis has experience in providing financial planning, pension consulting and portfolio management for individuals. Arlis is also registered to provide services to high-net-worth individuals, charitable organizations and pension and profit-sharing plans.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

OKLAHOMA CITY, OK

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Arpit Patel is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Arpit is registered with the state of Oklahoma and Texas. Arpit's professional experience includes previous roles at Bank of America, N.A., Aerotek, and Swami Shree LLC. Arpit is a Series 7TO and Series 66 licensed professional and holds a Securities Industry Essentials (SIE) designation. Arpit has experience in a range of advisory services, including portfolio management for businesses and individuals, pension consulting, and educational seminars. Arpit is committed to providing clients with personalized financial advice that meets their individual needs.

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

J.p. Morgan Securities LLC

location

Tulsa, OK

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Arthur Spoerl is a financial advisor with over seven years of experience in the financial services industry. Arthur Spoerl is currently registered with J.p. Morgan Securities LLC in Tulsa, Oklahoma. Arthur Spoerl also holds registrations in Texas, and is licensed to offer investment advisory services in Oklahoma and Texas. Previously, Arthur Spoerl was employed by Morgan Stanley in Tulsa, Oklahoma. Arthur Spoerl's experience includes working with high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Arthur Spoerl's practice focuses on financial planning, portfolio management, and selection of other advisors.

SPECIALIZATIONS

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

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