Oklahoma Fidelity Bank offers you access to a wide variety of financial products and
services through a unique partnership with UVEST Financial Services,
Member FINRA,
SIPC. UVEST Financial Services, is a leading broker dealer,
and is a member of both the Financial Industry Regulatory Authority
(FINRA)
and the Securities Investor Protection Corporation
(SIPC). You
can select from a wide variety of investment alternatives to structure
your brokerage account:
- A wide
array of annuities, insurance products, stocks, bonds, mutual funds
and other objective choices.
- Professional,
objective financial guidance
- Free
personalized financial plans and portfolio reviews
- Free
retirement planning services
FULL SERVICE BROKERAGE SERVICES
Open a UVEST Account Today!
If you'd like to open a full service brokerage account or speak with a Financial
Services Specialist, please call 316-291-5655.
We Want You To Know
UVEST Financial Services, Member
FINRA,
SIPC,
a registered broker dealer, is not affiliated with Oklahoma Fidelity Bank. Securities and insurance products are offered through
UVEST, and affiliated insurance agencies and are:
- Not
a Bank Deposit
- Not
FDIC Insured
- May
Lose Value
- No Bank
Guaranteed
- Not
Guaranteed By Any Government Agency
Important Customer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
- Representatives
of a broker-dealer("BD") or investment advisor("IA")
may only conduct business in a state if the representatives and the
BD or the IA they represent (a) satisfy the qualification requirements
of, and are approved to do business by, the state; or (b) are excluded
or exempted from the state's license requirements.
- Representatives
of a BD or IA are deemed to conduct business in a state to the extent
that they provide individualized responses to investor inquiries that
involve (a) effecting, or attempting to effect, transactions in securities;
or (b) rendering personalized investment advice for compensation.
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