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Angela Marie Allen

American Fidelity Securities, Inc.

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About Angela Marie Allen

Angela Marie Allen is a financial professional with over 9 years of experience in the securities industry. She is currently registered with American Fidelity Securities, Inc. and holds a Series 6 and Series 63 license, as well as the Securities Industry Essentials (SIE) exam. Angela has previously been registered with GWFS Equities, Inc. in Glendale, WI.

Firm Information

Angela Allen is currently registered with American Fidelity Securities, Inc.. American Fidelity Securities, Inc. is a Corporation formed in August 1969 and is approved to operate in 27 states and the District of Columbia. It has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

393

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Angela Allen’s Registration & Firm History

OK

03/30/2015 - Present

American Fidelity Securities, Inc. (OKLAHOMA CITY OK)

WI

11/06/2014 - 03/02/2015

GWFS EQUITIES, INC. (GLENDALE WI)

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Licenses & Designations

BC

Issued 12/24/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Angela Marie Allen.
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