Unclaimed
Leslie ann Patam is a registered representative with American Fidelity Securities, Inc. Leslie ann is licensed to offer securities in California, Colorado, and Oklahoma. Leslie ann has been in the financial services industry since 2013 and has experience in the investment company products/variable contracts space. Leslie ann holds Series 6 and Series 63 licenses and the SIE exam.
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
09/13/2013 - Present
American Fidelity Securities, Inc. (OKLAHOMA CITY OK)
BC
Issued 03/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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