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Stephen Robert Tanner

American Fidelity Securities, Inc.

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About Stephen Robert Tanner

Stephen Robert Tanner is a financial professional registered with American Fidelity Securities, Inc., and has been in the industry since August 5, 2011. Stephen has a series 6, 63, and 6TO license, and a SIE certification. Stephen currently holds registrations in Alabama, Missouri, North Carolina, and Oklahoma. Stephen was previously registered with Southern Farm Bureau Fund Distributor, Inc.

Firm Information

Stephen Tanner 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 Tanner’s Registration & Firm History

OK

01/08/2021 - Present

American Fidelity Securities, Inc. (OKLAHOMA CITY OK)

MS

03/10/2000 - 08/12/2009

SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC. (JACKSON MS)

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Licenses & Designations

BC

Issued 01/25/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/08/2021

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

BC

Issued 07/31/2020

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Robert Tanner.
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