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Gregg Ashley Steiner

American Fidelity Securities, Inc.

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About Gregg Ashley Steiner

Gregg Steiner is a registered representative with American Fidelity Securities, Inc. Gregg has been in the securities industry since 2013 and has a strong track record of success. Gregg holds Series 6, Series 6TO, and Series 63 licenses, and he is registered to sell securities in Arizona, California, and Oklahoma. Gregg is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Gregg Steiner 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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Gregg Steiner’s Registration & Firm History

OK

07/12/2022 - Present

American Fidelity Securities, Inc. (OKLAHOMA CITY OK)

CA

11/22/2013 - 09/20/2016

NATIONWIDE SECURITIES, LLC (NEWPORT BEACH CA)

CA

01/04/2013 - 11/14/2013

FARMERS FINANCIAL SOLUTIONS, LLC (LAGUNA HILLS CA)

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Licenses & Designations

BC

Issued 08/13/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/2022

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

BC

Issued 06/18/2022

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregg Ashley Steiner.
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