Unclaimed
Joshua Dunn is a financial professional with American Fidelity Securities, Inc.. He is licensed to provide securities advice in seven states: Arizona, California, Colorado, Kansas, Nevada, Oklahoma, and Washington. His registrations date back to June 27, 2019. Joshua has passed the Series 63, Series 6TO, and SIE exams. His focus is on providing securities-related advice.
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
03/23/2019 - Present
American Fidelity Securities, Inc. (OKLAHOMA CITY OK)
BC
Issued 06/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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