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Margaret Ann Barkocy

American Fidelity Securities, Inc.

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About Margaret Ann Barkocy

Margaret Ann Barkocy has been in the financial services industry since 1999. Margaret is currently registered with American Fidelity Securities, Inc. and holds Series 6 and Series 63 licenses as well as the SIE exam. Prior to joining American Fidelity Securities, Inc., Margaret worked at Securian Financial Services, Inc. and OneAmerica Securities, Inc. Margaret is currently licensed in Indiana, Iowa, Missouri, and Pennsylvania.

Firm Information

Margaret Barkocy 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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Margaret Barkocy’s Registration & Firm History

OK

10/19/2006 - Present

American Fidelity Securities, Inc. (OKLAHOMA CITY OK)

IN

01/28/2002 - 09/27/2006

SECURIAN FINANCIAL SERVICES, INC. (SOUTH BEND IN)

IN

12/24/1998 - 01/23/2002

ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)

IN

12/24/1998 - 12/17/2001

AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)

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Licenses & Designations

BC

Issued 12/23/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margaret Ann Barkocy.
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