First Financial Services
Our Mission, In agreement with our clients’ journey, hopes, and dreams, we are committed to strategically crafting, communicating, implementing and monitoring custom financial strategies to bring financial clarity as well as personal fulfillment to the families we faithfully serve. As part of LPL Financial, we can provide consultation in equities, bonds, mutual funds, annuities, and insurance. Whether you're just starting out in life, preparing for retirement, or already retired, we'll work with you to navigate through the varying economic Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member SIPC. sipc.org). Insurance products are offered through LPL or its licensed affiliates. First Bank of Owasso and First Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Financial Services, and may also be employees of First Bank of Owasso. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Bank of Owasso or First Financial Services. Securities and insurance offered through LPL or its affiliates are: • Not Insured by FDIC or Any Other Government Agency • Not Bank Guaranteed • Not Bank Deposits or Obligations • May Lose Value The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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Verified contacts
4
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LinkedIn employees
13
1 to 10 range
Open roles
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Distinct roles
4
indexed titles
Tech stack
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Monthly traffic
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organic / mo
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Top roles at First Financial Services
4 distinct titles indexed · top 4 shown.
- 1business consultant
- 1president financial advisor
- 1senior vice president
- 1tax consultant
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