Unclaimed
Paul Leaverton is a registered investment advisor with over 24 years of experience in the financial services industry. Paul is a licensed Series 6 and Series 63 representative and has been with American Fidelity Securities, Inc. since 2005. Paul is registered to conduct business in Arizona, California, and Nevada.
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
04/16/1998 - Present
American Fidelity Securities, Inc. (OKLAHOMA CITY OK)
BC
Issued 04/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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