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David R Westmoreland

American Fidelity Securities, Inc.

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About David R Westmoreland

David Westmoreland is a financial professional with American Fidelity Securities, Inc.. David Westmoreland has been in the industry since March 10, 2024. David Westmoreland holds the Series 63, Series 6TO and SIE licenses and is registered in California.

Firm Information

David Westmoreland 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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David Westmoreland’s Registration & Firm History

OK

03/11/2024 - Present

American Fidelity Securities, Inc. (OKLAHOMA CITY OK)

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Licenses & Designations

BC

Issued 04/04/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/11/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/05/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David R Westmoreland.
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