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Steven M Ross

American Fidelity Securities, Inc.

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About Steven M Ross

Steven M. Ross is a financial professional registered with American Fidelity Securities, Inc. Steven has been in the industry for 1 year. Steven is registered to provide securities advice in Missouri. Steven holds Series 63, Series 6TO and SIE licenses.

Firm Information

Steven Ross 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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Steven Ross’s Registration & Firm History

OK

01/08/2024 - Present

American Fidelity Securities, Inc. (OKLAHOMA CITY OK)

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Licenses & Designations

BC

Issued 06/01/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/06/2024

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

BC

Issued 04/22/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven M Ross.
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