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Matthew Dale Schubert

American Fidelity Securities, Inc.

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About Matthew Dale Schubert

Matthew Dale Schubert is a registered representative with American Fidelity Securities, Inc. Matthew is licensed in Colorado and holds the Series 63, Series 6TO and SIE exams. Matthew has been in the securities industry since June 22, 2021. Currently, Matthew is with American Fidelity Securities, Inc. located in Oklahoma City, Oklahoma.

Firm Information

Matthew Schubert 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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Matthew Schubert’s Registration & Firm History

OK

03/14/2024 - Present

American Fidelity Securities, Inc. (OKLAHOMA CITY OK)

OK

12/15/2020 - 09/05/2023

AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)

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Licenses & Designations

BC

Issued 01/27/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/15/2020

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

BC

Issued 08/29/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Dale Schubert.
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