Unclaimed
David Lenhart is a financial advisor who has been in the industry since February 4, 2021. He currently works for American Fidelity Securities, Inc. and has registrations in Alabama, Mississippi and Oklahoma. David has passed the Series 63, SIE, and Series 6TO exams.
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
02/05/2021 - Present
American Fidelity Securities, Inc. (OKLAHOMA CITY OK)
BC
Issued 06/26/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2021
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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