Unclaimed
David Klingensmith is a financial professional with experience in the financial services industry. David holds the Series 6, 6TO, and SIE securities licenses and the Series 63 state license. David is currently registered with American Fidelity Securities, Inc. and has been in the industry since 2003. David previously worked with State Farm VP Management Corp. in Bloomington, Illinois.
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
02/12/2020 - Present
American Fidelity Securities, Inc. (OKLAHOMA CITY OK)
IL
11/17/2003 - 11/01/2006
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 02/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/12/2020
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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