Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Mathis is a securities professional with over 16 years of experience. Kathryn is currently registered with American Fidelity Securities, Inc. and holds licenses Series 6, Series 63, and SIE. Kathryn is registered in 7 states including District of Columbia, Indiana, Kentucky, Oklahoma, Pennsylvania, Rhode Island, and Vermont. Kathryn has worked in the financial services industry since 2006 and has a broad range of experience in the investment industry.
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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2
OK
07/31/2006 - Present
American Fidelity Securities, Inc. (OKLAHOMA CITY OK)
BC
Issued 03/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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