Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
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