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Stephen W Douglass

American Fidelity Securities, Inc.

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About Stephen W Douglass

Stephen Douglass is a financial advisor with American Fidelity Securities, Inc. in Oklahoma City, OK. Stephen Douglass holds the Series 6, SIE, and Series 63 licenses and is registered in Arizona, California, Colorado, Nevada, Oklahoma, and Oregon. Stephen Douglass has been working in the financial industry since 2010.

Firm Information

Stephen Douglass 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 Douglass’s Registration & Firm History

OK

07/12/2019 - Present

American Fidelity Securities, Inc. (OKLAHOMA CITY OK)

CA

03/24/2010 - 04/28/2010

SAGEPOINT FINANCIAL, INC. (IRVINE CA)

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Licenses & Designations

BC

Issued 04/05/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/2019

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

BC

Issued 02/04/2019

SIE - Securities Industry Essentials Examination

BC

Issued 03/23/2010

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 W Douglass.
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