Teddy Slate
Financial Services Leader | Team Manager at BOK Financial Advisors | Series 24, 7, 66 | Insurance Licensed | Empowering Clients with Investment & Planning Expertise
- Role
- Financial Advisor at BOK Financial
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
About Teddy Slate
I hold a degree in Business Administration with a concentration in Financial Planning from Northeastern State University (2005). For the past two decades, I’ve built my career in the Personal Finance industry, guiding individuals and families toward financial confidence. My work centers on educating clients about the value of smart investing, effective financial management, and long‑term planning strategies that help secure their future.Passionate about empowering others, I strive to make complex financial concepts clear, actionable, and tailored to each client’s goals.
Experience
Financial Advisor
Jun 2014 — Present · Tulsa, OK, US
Develop and maintain client relationships; conduct initial and ongoing client profile process with each to determine investment needs and objectives; markets investment securities as defined by the firm\'s eligible list to all three groups in a manner to meet or exceed defined sales productivity goals.*Ensure all internal compliance and regulatory standards are met; resolve outstanding customer account and transaction issues.*Stay educated on current market and regulatory environments.*Maintain securities licenses including Series 7, 66, and state insurance.*Provide education and training support for branch staff and other internal partners.
Education
Northeastern State University
BBA, Financial Planning
2003 — 2005
Skills
- Coaching
- Fixed Income
- Wealth Management
- Retirement Planning
- 401k
- Financial Advisory
- Financial Analysis
- Financial Planning
- Branch Banking
- Fixed Annuities
- Microsoft Office
- Sales
- Salesforce Training
- Iras
- Leadership
- Salesforce
- Banking
- Asset Allocation
- Mutual Funds
- Risk Management
- Investments
- Insurance
- Investment Strategies
- Life Insurance
- Finance
- Investment Advisory
- Budget Forecasts
- Cross Selling
- Financial Services
- Retail Banking
- Retirement
- Bonds
- Strategic Financial Planning
- Personal Financial Planning
- Financial Risk
- Asset Management
- Equities
- Cash Management
- Team Building
- Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.