Unclaimed
James R Lapish is a financial advisor currently registered with American Fidelity Securities, Inc. James is licensed in eight states: Arkansas, California, Colorado, Indiana, Kansas, Missouri, Oklahoma, and Oregon. He has been active in the financial services industry since December 21, 2017. James is also registered as a representative of American Fidelity Securities, Inc.
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
12/22/2017 - Present
American Fidelity Securities, Inc. (OKLAHOMA CITY OK)
BC
Issued 01/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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