Unclaimed
Adam Ashby is a financial professional with over 14 years of experience in the industry. He is currently registered with American Fidelity Securities, Inc. in Oklahoma City, OK. Adam holds Series 6 and Series 63 licenses and the SIE designation. He is also registered in 13 states, including California, Colorado, and Pennsylvania.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
OK
07/21/2008 - Present
American Fidelity Securities, Inc. (OKLAHOMA CITY OK)
BC
Issued 08/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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