Unclaimed
Kris Wheat is a financial professional registered with the state of Oklahoma and is currently affiliated with American Fidelity Securities, Inc.. Kris Wheat has been in the industry since August 26, 2002 and holds the Series 6, Series 63 and SIE licenses. Kris Wheat is located in OKLAHOMA CITY, Oklahoma.
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
08/26/2002 - Present
American Fidelity Securities, Inc. (OKLAHOMA CITY OK)
BC
Issued 02/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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