Broker Check

9212 North Rockwell
Suite 115
Oklahoma City, OK 73132

1511 N. Shawnee
Shawnee, OK 74801

David Bott, CPA

(405) 721-8558

 
Vanessa (Vana) Hutchison

Vanessa (Vana) Hutchison

Broker-Dealer Representative

Vana began her career at David F. Bott, CPA/PFS, P.C.  in an upper-level administrative position and almost immediately became our Office Manager.  She has now moved into a qualified practitioner status by passing the strenuous exams for Series 6 and Series 63 licenses which are highly sought by professionals in the financial services industry.

As a holder of the Series 6 securities license, Vana is entitled to be a registered representative with broker dealers like our renowned Allianz.  With Series 6, Vana can purchase or sell certain types of mutual funds, variable life insurance, municipal fund securities, variable annuities, and unit investment trusts.

Vana also became a broker-dealer representative for the State of Oklahoma by passing series 63 of the Uniform Securities Agent State Law Examination.  The purpose of the series 63 exam assures Vana possesses the knowledge of ethical pracdtices and fiduciary obligations required to solicit orders for securities in Oklahoma.