Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sergio? Claim Your ProfileSergio Tolossa is a registered representative with American Fidelity Securities, Inc. Sergio has been in the securities industry for over 7 years and holds the Series 6 and Series 63 licenses. Sergio is registered in six states: Arizona, California, Colorado, Kansas, Nevada and Oklahoma. Sergio has a strong track record of success in the financial services industry, providing investment advice and guidance to a diverse client base.
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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2
OK
03/31/2016 - Present
American Fidelity Securities, Inc. (OKLAHOMA CITY OK)
BC
Issued 07/25/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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