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Brian Joseph Schappert

American Century Investment Services Inc.

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About Brian Joseph Schappert

Brian Schappert is a registered representative with American Century Investment Services Inc. Brian has been in the industry since 2010 and holds Series 6, 7, 24, and 63 licenses. Brian has experience with AXA Distributors, LLC, and GBI CAPITAL, INC. in addition to American Century Investment Services Inc. Brian is registered in 51 states.

Firm Information

Brian Schappert is currently registered with American Century Investment Services Inc.. American Century Investment Services Inc. is a Corporation formed on 1962-04-18. It is registered with the SEC and in all 50 states, plus Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

209

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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Brian Schappert’s Registration & Firm History

NJ

03/17/2015 - Present

American Century Investment Services Inc. (MORRISTOWN NJ)

NY

02/05/2014 - 02/26/2015

GBI CAPITAL, INC. (NEW YORK NY)

NY

07/09/2007 - 03/15/2011

AXA DISTRIBUTORS, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/31/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/11/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/2013

Series 7 - General Securities Representative Examination

BC

Issued 07/06/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Joseph Schappert.
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