Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Stephen Montgomery is a financial professional with over 30 years of experience in the industry. Samuel currently works for American Fidelity Securities, Inc. and is registered in several states including Oklahoma, Pennsylvania, Indiana, Iowa, Missouri, and the District of Columbia. Samuel also has experience with HOME LIFE INSURANCE COMPANY and W. S. GRIFFITH & CO., INC.. Samuel holds the Series 6 and Series 63 licenses as well as the SIE exam.
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
09/04/1992 - Present
American Fidelity Securities, Inc. (OKLAHOMA CITY OK)
NA
12/07/1989 - 05/26/1992
HOME LIFE INSURANCE COMPANY
CT
12/07/1989 - 05/26/1992
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 11/30/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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