Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel McKenzie is a securities professional with over 35 years of experience in the financial services industry. Joel is currently registered with American Fidelity Securities, Inc. and holds a Series 6, 26, and 63 license. Joel specializes in providing investment advice to individual clients.
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.
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OK
04/01/1986 - Present
American Fidelity Securities, Inc. (OKLAHOMA CITY OK)
BC
Issued 05/20/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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