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Desiree Porter

American Century Investment Services Inc.

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About Desiree Porter

Desiree Porter is a registered representative with American Century Investment Services Inc. Desiree is licensed in 51 states. Desiree's career in the securities industry began on September 29, 2022. Desiree holds the Series 63, Series 7TO, and Series 6TO licenses.

Firm Information

Desiree Porter 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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Desiree Porter’s Registration & Firm History

MO

09/30/2022 - Present

American Century Investment Services Inc. (KANSAS CITY MO)

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Licenses & Designations

BC

Issued 09/16/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/09/2023

Series 7TO - General Securities Representative Examination

BC

Issued 09/30/2022

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/2022

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Desiree Porter.
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