Unclaimed
David McCullagh is a registered investment advisor in 51 states. David has been in the securities industry since 2015. He holds the Series 63, Series 65, Series 7TO, and SIE exams. David is currently employed by American Century Investment Services Inc. in Kansas City, MO.
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.
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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2
MO
03/21/2023 - Present
American Century Investment Services Inc. (KANSAS CITY MO)
BC
Issued 05/02/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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