Yassire
Sanie
Bok Financial Securities, Inc
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About this Advisor
Yassire Sanie is a financial advisor based in Oklahoma City, Oklahoma. Sanie is on the advisory team at Bok Financial Securities, Inc. During their career, the advisor has held roles at Jpmorgan Chase Bank, J.P. Morgan Securities LLC, Commercial Cleaning Serv, Bokf, Na, Bok Financial Securities, Inc, Suntrust Bank, Suntrust Investment Services, Inc, Arvest Wealth Management and Arvest Bank. Sanie has Series 63 and Series 66 licenses, designating them as a securities broker, and is able to advise clients in Oklahoma. Bok Financial Securities, Inc is a financial advisory firm headquartered in Tulsa, OK. The company has offices in 111 locations and a total of 155 financial advisors. It has $739 million in assets across its 3,217 client accounts, making it one of the larger firms in the country by assets under management. The firm serves five charitable organizations. Of its 3,217 client accounts, just 8% belong to high-net-worth investors who have more than $1 million in assets available to invest. Bok Financial Securities, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fees largely depend on which services the firm provides the client. However, fee types billed by Bok Financial Securities, Inc most likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bok Financial Securities, Inc Brokerage Details
$739,298,341
155
3,217
$229,810
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Yassire Sanie Work History
Yassire has been registered as a financial advisor for 0 years.*
Bok Financial Securities, Inc
Bokf, Na
Arvest Wealth Management
Arvest Bank
Suntrust Bank
Suntrust Investment Services, Inc
Bok Financial Securities, Inc
Bokf, Na
Bok Financial Securities, Inc
Bokf, Na
J.P. Morgan Securities LLC
Commercial Cleaning Serv
Jpmorgan Chase Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Yassire Sanie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
