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Stephen C Steinman

American Fidelity Securities, Inc.

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About Stephen C Steinman

Stephen Steinman is a registered representative with American Fidelity Securities, Inc. Stephen has been in the financial services industry since 2002. Stephen holds Series 6, 63 and SIE licenses. Stephen has experience with investment company products and variable contracts.

Firm Information

Stephen Steinman 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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Stephen Steinman’s Registration & Firm History

OK

04/18/2024 - Present

American Fidelity Securities, Inc. (OKLAHOMA CITY OK)

OK

09/30/2002 - 06/29/2007

AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)

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Licenses & Designations

BC

Issued 09/12/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/03/2023

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

BC

Issued 07/26/2023

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Stephen C Steinman. Review regulatory record here.
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