Kurt L. Kleymeyer
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kurt Louis Kleymeyer, who also goes by Kurt L Kleymeyer, was a registered financial professional .
Kurt is a previously registered financial professional and started their career in finance in 1994. Kurt had worked at 10 firms and has passed the Series 63, Series 65, SIE, Series 6TO and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 28, 2024 - August 26, 2024
AMERICAN FIDELITY SECURITIES, INC.
April 24, 2007 - October 22, 2019
ORION PORTFOLIO SOLUTIONS, LLC
January 31, 2006 - April 2, 2009
NATIONAL PENSION & GROUP CONSULTANTS, INC
May 24, 2004 - April 6, 2005
BANC OF AMERICA INVESTMENT SERVICES, INC.
March 26, 2004 - April 6, 2005
BANC OF AMERICA INVESTMENT SERVICES, INC.
July 29, 2002 - April 23, 2004
JANNEY MONTGOMERY SCOTT LLC
June 15, 2002 - July 30, 2002
WELLS FARGO CLEARING SERVICES, LLC
February 14, 2000 - June 15, 2002
WACHOVIA SECURITIES, INC.
August 14, 1998 - February 14, 2000
WACHOVIA BROKERAGE SERVICE
June 27, 1996 - July 24, 1998
TRUIST INVESTMENT SERVICES, INC.
July 7, 1994 - November 29, 1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 6TO
Date: 6/18/2024
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
AMERICAN FIDELITY SECURITIES, INC.
CRD#: 11852 / SEC#: , 8-15123
Contact information
FINRA licenses (27 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| AMERICAN FIDELITY ASSURANCE COMPANY | SHAREHOLDER | |
| BOLDEN, TIMOTHY H | DIRECTOR | 5376036 |
| COLON, TARYN K | ASSISTANT VICE PRESIDENT, TREASURER, FINOP PRINCIPAL, AND PRINCIPAL FINANCIAL OFFICER | 7642942 |
| DOHERTY, JAMES HUGH | PRINCIPAL OPERATIONS OFFICER | 4197747 |
| GRANT, ANGELA FAITH | DIRECTOR | 4176509 |
| KEELING, COURTNEY DANAE | DIRECTOR, ASSISTANT VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | 7675059 |
| KENNEY, CHRISTOPHER THOMAS | CEO AND PRESIDENT | 5452832 |
| OVERFIELD, LINDA E | ASSISTANT VICE PRESIDENT |
Disclosures
| Regulatory Event | 1 |
Red Flags
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