securities.bokfinancial.comBOK Financial
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securities.bokfinancial.com
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Title:BOK Financial
Description:BOK Financial Securities, Inc. is a registered broker/dealer in all 50 states.
Keywords:BOK Financial, corporate, business, institutional, personal, financial services, finance solutions, wealth management, advisor services, experienced advisors, national bank, bank rates...
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securities.bokfinancial.com Keywords accounting
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Log In Personal Business Market Insights Personal Ways to Work with Us Products and Services Life Events Retirement Readiness Tips and Tools See All Business Institutional Investing Corporate and Public Finance Hedging and Risk Management Industry Expertise See All Market Insights About Us Contact Us Search Personal Business Market Insights Search About Us Contact Us Log In Help Ways to Work with Us Products and Services Life Events Retirement Readiness Tips and Tools See All Institutional Investing Corporate and Public Finance Hedging and Risk Management Industry Expertise See All See Less Ways to Work with Us Dedicated Financial Advisor Digital Managed Account Products and Services Investment Options Financial Planning Insurance Life Events Education Employment Family Changes Large Expenses Business Exit Strategy Retirement Readiness Starting Out Building Up Closing In Enjoying It Passing It On Tips and Tools Articles Financial Calculators Videos Institutional Investing Investment Services Corporate Cash Investments Investment Banking Investment Banking Corporate Finance Oklahoma Public Finance Texas Public Finance Risk Management Energy and Agricultural Trading Foreign Exchange Interest Rate Hedging Industry Expertise Financial Institution Services Energy Industry Services ✕ 0 results found for See all results Log in Online Access Business Username Remember Username Password Remember Username Forgot Username or Password Enroll Online Portfolio Accounting FX Advance Your Goals. Our Knowledge. Previous Next Strategies Tailored to Your Needs Whether you're an individual investor, or you represent an institution, you have a certain personality and investment style. It's not just the reward you're pursuing, it's also the level of risk with which you're comfortable. There's a balance that must be identified and maintained, through market ups and downs alike. We understand that balance. And you can rely on our professionals to keep it by respecting your goals, interpreting the market climate and recommending careful, considered strategies tailored to your needs. How Can We Help You Today? BOK Financial Advisors InvestOn Digital Account 401(k) Options Institutional Investing Financial Institution Services Who's managing your money during volatility? When markets are up, online investing can seem simple, but what about when markets are down? Learn More Do you have an interest-rate risk strategy? Change in the interest rate environment can have a dramatic impact on loan portfolios. Do you have a hedging strategy in place? Learn More What the SECURE Act means to you. Whether you're already retired, planning to retire soon, or just beginning your savings journey, you should be aware of key provisions in this new law. Learn More A new landscape for asset liability With so much to focus on now, many community bankers find it difficult to consistently get their ALCO process to result in a confident strategy and execution. It's difficult to always see the big picture. Learn More Why Trust BOK Financial Securities with Your Financial Future? Skilled fixed income providers As one of the largest municipal bond underwriters in the U.S., we can offer securities, solutions, and pricing that are competitive with other firms. Dedicated team We hire knowledgeable employees who are experienced in providing customized strategies and personalized customer service. Personalized, responsive service Building a relationship with you is the key to helping you meet your long-term objectives. We can't truly understand your goals without getting to know you, so we take the time to listen and learn from you. Stability you can count on BOK Financial Securities is one of the Southwest's largest brokerage firms, and handles more than 550,000 transactions and trade approximately $850 billion in fixed income and other securities annually.* BrokerCheck: Check the background of this firm on FINRA's BrokerCheck Centrally Located to Serve You As one of the Southwest's largest brokerage firms, BOK Financial Securities serves the needs of institutional and individual investors nationwide. We are licensed and active in all 50 states. Our registered representatives are conveniently located across Arkansas, Arizona, Colorado, Connecticut, Kansas, Missouri, New Mexico, Oklahoma, Texas, and Wisconsin. * Numbers reflect 2019 data and include Broker Dealer and Bank Dealer, but do not include Investment Banking or Financial Risk Management (FRM). About Us Career Center Company Profile Additional Resources Contact Us/Help Investor Relations BOK Financial Investor/Press Privacy & Security CIP / Beneficial Ownership Notice Legal Disclosures Money Market Fund Disclosures Privacy Policy Log in Online Access Business Username Remember Username Password Remember Username Forgot Username or Password Enroll Online Portfolio Accounting FX Advance ® is a trademark of BOKF, NA. Member FDIC. Equal Housing Lender . © 2021 BOKF, NA.-- Securities, insurance, and advisory services offered through BOK Financial Securities, Inc., member FINRA / SIPC and an SEC registered investment adviser. Services may be offered under our trade name, BOK Financial Advisors. Investment and insurance products are: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE Investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Risks applicable to any portfolio are those associated with its underlying securities. This document does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations. Recipients should not rely on this material in making any future investment decision. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, you are encouraged to consult with a qualified lawyer, accountant, or financial professional. BOKF, NA is the bank subsidiary of BOK Financial Corporation (BOKF), a financial services holding company (NASDAQ:BOKF). BOKF offers trust and wealth management services through its subsidiaries including BOKF, NA (and its banking divisions Bank of Oklahoma, Bank of Texas, Bank of Albuquerque, and BOK Financial) and investment advisory services through its non-bank subsidiaries, BOK Financial Asset Management, Inc., Cavanal Hill Investment Management, Inc., and BOK Financial Private Wealth, Inc., each an SEC registered investment adviser, and BOK Financial Securities, Inc., also an SEC registered investment adviser and registered broker/dealer, member FINRA/SIPC (each an “Investment Affiliate”) (collectively, “BOKF”). INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED | NOT GUARANTEED BY THE BANK OR ITS AFFILIATES | NOT DEPOSITS | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE. Securities, insurance and advisory services offered through BOK Financial Securities, Inc., member FINRA / SIPC and a subsidiary of BOK Financial Corporation. Services may be offered under our trade name, BOK Financial Advisors. NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE BOK Financial Corporation (BOKF) offers wealth management and trust services through various affiliate companies and non-bank subsidiaries including advisory services offered by BOKF, NA and its subsidiaries BOK Financial Asset Management, Inc. and Cavanal Hill Investment Management, Inc. each an SEC regist...
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