Investments










 

ATTENTION! No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction. The Registered Representative of Linsco/Private Ledger whose identity is disclosed on this site may only discuss securities or transact business with persons who are residents of the following states:

              • Oklahoma
              • Texas
              • Arkansas

 

---SPECIALIZED INVESTMENTS---

Today’s investment climate has never been more exciting or more challenging. Specialized Investments offers Tulsa Teachers Credit Union Members an assortment of quality, non-proprietary investment choices through Linsco/Private Ledger, a full-service broker dealer.


Looking for more information? Explore our web page here — Specialized Investments
. Our Specialized Investments Representative can help you with the following:
  • MUTUAL FUNDS – to provide diversification and professional management
  • VARIABLE and FIXED ANNUITIES – for tax deferred investment potential
  • INDIVIDUAL STOCKS – to provide you with long-term growth potential
  • TAX-ADVANTAGED INVESTING -- to help reduce your tax liability and let more of your money work for you
  • RETIREMENT PLANNING – to assist in working towards your goal of financial independence in retirement
  • COLLEGE PLANNING – long term planning to help ensure you’re ready when your children are ready

 

 

Newsletter  Click here to read our latest newsletter with helpful financial advice for you and your family.

 

SOLID FINANCIAL ADVICE:

Regardless of your financial needs and objectives, our representative has the experience to provide you with professional guidance and impartial recommendations. Let Specialized Investments help you work towards your goals.If you would like to explore your investment options, please e-mail us at david.bogle@lpl.com, call us at (918) 743-9861 ext. 2715 or explore our web site here Specialized Investments .

 

 

 

David Bogle is a Registered Representative with, and offers Securities through Linsco/Private Ledger member NASD/SIPC.
Not NCUA or federally insured. Not obligations of or guaranteed by Tulsa Teachers Credit Union. Involves investment risks including possible loss of principal.
Specialized Investments and Tulsa Teachers Credit Union are not registered broker/dealers nor affiliated with Linsco/Private Ledger.

 
 
 
 
 

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