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Jeremy A

Series 63, Series 66

Albuquerque, NM

BOK Financial Securities, Inc.

Jeremy Aguilar is a financial advisor with BOK Financial Securities, Inc. in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Madison Avenue Securities, Mirau Capital Management, OSAIC, The Ameriflex Group, Sagepoint Financial, CUSO Financial Services, and Nusenda Credit Union. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with model strategies, and is affiliated with a bank holding company and various investment entities.

Wealth management Retirement income strategy Income planning Real estate investing
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