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Lori Frank

American Fidelity Securities, Inc.

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About Lori Frank

Lori Frank is a financial professional who has been in the industry for over 2 months. Lori is currently registered with American Fidelity Securities, Inc. in Oklahoma City, OK and holds the Series 6TO and SIE licenses.

Firm Information

Lori Frank is currently registered with American Fidelity Securities, Inc.. American Fidelity Securities, Inc. is a Corporation formed in August 1969 and is approved to operate in 27 states and the District of Columbia. It has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

393

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Lori Frank’s Registration & Firm History

OK

07/03/2024 - Present

American Fidelity Securities, Inc. (OKLAHOMA CITY OK)

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Licenses & Designations

BC

Issued 07/03/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/22/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lori Frank.
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