Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Paul Waldschmitt is a financial advisor with American Fidelity Securities, Inc. He is registered to conduct business in Iowa, Oregon, and with FINRA. Matthew has passed the Securities Industry Essentials Examination (SIE), the Investment Company Products/Variable Contracts Representative Examination (Series 6TO), and the Uniform Securities Agent State Law Examination (Series 63). He has been in the industry since February 2024.
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.
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OK
03/01/2024 - Present
American Fidelity Securities, Inc. (OKLAHOMA CITY OK)
BC
Issued 07/05/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2024
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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