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

TULSA, OK

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Nathan Galante is a registered representative of Edward Jones. Daniel has been in the financial services industry since 2009 and has held several positions, including work with the United States Congress, Samaritan's Purse and various other organizations. Daniel's primary office is located in Tulsa, Oklahoma. Daniel is registered in Oklahoma and Texas. Daniel is also registered as an investment advisor representative in Oklahoma.

SPECIALIZATIONS

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

Edward Jones | CFP ® (Certifications)

location

MUSKOGEE, OK

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Miller is a financial advisor who has been working in the financial services industry since August 2003. Daniel is registered with Edward Jones and is a licensed investment advisor in Oklahoma. He is also registered in 22 other states. Daniel holds the Series 7, Series 63, and Series 66 licenses. He is also a Certified Financial Planner. Daniel provides a variety of financial services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Daniel's firm, Edward Jones, is a well-established financial services firm with a strong track record. The firm has over 19,000 financial advisors and over $1 trillion in assets under management.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC | CFP ®,CFC ® (Certifications)

location

Tulsa, OK

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Lane Bickerstaff is a financial advisor with Ameriprise Financial Services, LLC. Daniel Bickerstaff has been in the industry since 2001. Daniel Bickerstaff holds the Series 7, Series 65, and Series 66 securities licenses, as well as the SIE. Daniel Bickerstaff is also a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT. Daniel Bickerstaff is registered with the state of Oklahoma and Texas.

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

LPL Financial LLC

location

OKLAHOMA CITY, OK

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Burgess Silhavey is a financial advisor registered with LPL Financial LLC. Daniel Burgess Silhavey has been in the financial services industry for over 10 years. Daniel Burgess Silhavey works with individuals, families, businesses, and charitable organizations, providing a variety of financial planning and investment management services. Daniel Burgess Silhavey is also registered as an investment advisor representative with LPL Financial LLC, and is licensed to provide investment advice in several states.

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

FG Wealth Management

location

TULSA, OK

0 Disclosures

ADVISOR BIO

Daniel Andrew Vise is a registered investment advisor representative with FG Wealth Management. Daniel has been in the industry since 1998. Daniel holds the Series 6, 7, 31, 63 and 65 licenses. Daniel is currently registered to provide investment advisory services in Oklahoma and Texas. Daniel has worked with several firms before joining FG Wealth Management. Previous firms include Cambridge Legacy Securities L.L.C., Securities America, Inc., Brecek & Young Advisors, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Daniel has experience with several types of clients including high-net-worth individuals and other individuals.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

OKLAHOMA CITY, OK

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Carroll Stith is a financial professional with over 8 years of experience in the financial industry. Daniel is currently a registered representative of Osaic Wealth, Inc. and is licensed to provide investment advice in Arizona, Kansas, Minnesota, Nevada, Oklahoma, Texas, and Washington. Daniel previously worked with FSC Securities Corporation in Oklahoma City, Oklahoma. Daniel is a Series 7 and Series 66 licensed advisor and holds the Securities Industry Essentials (SIE) exam. Daniel's areas of focus are financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Principal Securities, Inc.

location

BROKEN ARROW, OK

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Stephany is a registered representative with Principal Securities, Inc., who is based in Broken Arrow, Oklahoma. Daniel has 6 years of experience in the financial industry. Daniel holds a Series 6 and Series 63 license, and has passed the SIE exam. Daniel has previously worked with Gradient Securities, LLC and Lincoln Investment. Daniel is currently registered in Oklahoma as a Registered Representative, and has been a registered representative in the state since 7/18/2024. In addition to his role with Principal Securities, Inc., Daniel is an insurance agent for Flippo Insurance.

SPECIALIZATIONS

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

CHICKASHA, OK

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Sanders is a financial advisor at Edward Jones. Daniel has been working in the financial services industry since 2018. Daniel holds the Series 7, Series 66, and SIE licenses. Daniel is registered to provide investment advice in Colorado, Florida, Georgia, Idaho, Missouri, New Mexico, Oklahoma, Tennessee, and Texas. Daniel is also registered to provide investment advice in Oklahoma and Texas through Edward Jones.

SPECIALIZATIONS

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

Tulsa, OK

experience

50 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Daniel Higgins is a registered investment advisor representative with Morgan Stanley, and has been in the industry since 1975. Daniel Higgins holds a Series 7 and Series 63 license and also holds the Series 65 license, a requirement for investment advisor representatives. Daniel Higgins currently works at the Tulsa, OK location of Morgan Stanley. Daniel Higgins has prior work experience with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and MORGAN STANLEY & CO. INCORPORATED.

SPECIALIZATIONS

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

SAND SPRINGS, OK

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Bennett King is an investment advisor representative with Edward Jones. Daniel has been in the financial services industry since January 10, 2021. Daniel is registered with FINRA, the Securities Industry Essentials Examination (SIE) and the General Securities Representative Examination (Series 7TO). Daniel is licensed to sell securities in Arkansas, California, Florida, Missouri, Montana, North Carolina, Oklahoma, Oregon, Tennessee, Texas, and Virginia. Daniel also holds a Series 66 license, which allows Daniel to provide investment advice to individuals and institutions.

SPECIALIZATIONS

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

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