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Investment Services

Choose BOK Financial Securities, Inc. for plans tailored to fit your unique return and cash flow requirements — delivered by professionals you can trust.

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Fixed Income Sales and Trading

BOK Financial Securities, Inc., is a leading underwriter of fixed income products, offering a broad range of fixed-income portfolio management solutions. We provide investment advice with careful and thoughtful insight into the market, along with professionally executed trades and other brokerage services to a variety of institutional clients.

  • Local Presence with National Expertise

    With sales, underwriting and trading floors across the Southwest and Midwest, our physical presence gives us access to talent that rivals New York and Chicago. Our experienced professionals use their access to the major exchanges and our financial resources to expedite orders at competitive prices.

  • Fixed Income Access and Expertise

    As an active municipal bond underwriter, we believe we can offer securities, solutions and pricing that differentiate us from other firms. We strive to use our stature in the fixed-income market for our clients’ benefit, not ours. Our distribution-oriented tracking strategy is intended to focus on our clients’ needs, not just proprietary trading. 

  • Wide Array of Offerings

    Licensed and active in all 50 states, we provide the capabilities for successful institutional investing and offer institutional investment guidance, risk and return assessments, advanced portfolio strategies and seamless trade executions.

Financial Products

Financial products that we offer include:

  • Institutional money market funds
  • Commercial paper
  • Bankers’ acceptances
  • Business-owned life insurance
  • U.S. Treasury and Federal agency securities
  • Corporate notes and bonds
  • Municipal bonds – taxable and tax exempt
  • Mortgage-backed securities
  • Certificates of deposit including brokered CDs
  • Repurchase agreements

Personal and Business Accounts

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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 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.