Kimberly M. Pugliese
Professional summary
Kimberly Michelle Pugliese, who also goes by Kimberly Michelle Meeks, is a registered financial professional currently at AMERICAN FIDELITY SECURITIES, INC. located in Oklahoma City, Oklahoma.
Kimberly is registered as a RR (Registered Representative) and started their career in finance in 1997. Kimberly has worked at 1 firm and has passed the Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kimberly Michelle Pugliese's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 18, 1997 - Present
AMERICAN FIDELITY SECURITIES, INC.
Office #1: 9000 Cameron Parkway, Oklahoma City, OK 73114-3701State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
FINRA
Current 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 | ASSISTANT VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | 7675059 |
| KENNEY, CHRISTOPHER THOMAS | CHAIRMAN OF THE BOARD, CEO, AND PRESIDENT | 5452832 |
| OVERFIELD, LINDA E | ASSISTANT VICE PRESIDENT |
Disclosures
| Regulatory Event | 1 |
Red Flags
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