Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Pugliese has been a securities professional since 1997, working at American Fidelity Securities, Inc. since 2005. Kimberly has a strong background in investment company products and variable contracts, having passed the Series 6 and Series 26 exams. Kimberly holds the Series 63 license and has passed the Securities Industry Essentials Examination (SIE).
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
02/18/1997 - Present
American Fidelity Securities, Inc. (OKLAHOMA CITY OK)
BC
Issued 03/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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