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Matthew Josten

American Fidelity Securities, Inc.

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About Matthew Josten

Matthew Josten is a financial professional with over 20 years of experience in the financial services industry. Matthew currently works as a registered representative with American Fidelity Securities, Inc. Previously, Matthew worked at a variety of firms, including GLP Investment Services, LLC, Equity Services, Inc., and Edward D. Jones & Co., L.P. Matthew holds a variety of licenses and certifications including Series 7, Series 63, Series 65, and Series 26. He is registered to sell securities in California and Oregon.

Firm Information

Matthew Josten 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 Josten’s Registration & Firm History

OK

08/03/2023 - Present

American Fidelity Securities, Inc. (OKLAHOMA CITY OK)

MI

06/03/2021 - 02/06/2023

GLP INVESTMENT SERVICES, LLC (FARMINGTON MI)

VT

06/23/2014 - 06/05/2017

EQUITY SERVICES, INC. (MONTPELIER VT)

TX

06/19/2008 - 07/31/2012

AMERICAN GENERAL EQUITY SERVICES CORPORATION (HOUSTON TX)

CA

10/19/2006 - 02/14/2008

EPLANNING SECURITIES, INC. (ROSEVILLE CA)

CA

07/11/2005 - 10/24/2006

FARMERS FINANCIAL SOLUTIONS, LLC (CARLSBAD CA)

CA

11/11/1998 - 06/22/2005

PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)

MO

07/01/1996 - 10/19/1998

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 07/25/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/19/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/06/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 06/02/2021

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

BC

Issued 06/05/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Josten.
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