Unclaimed
Donelle Lynn Chisolm is a financial advisor with American Century Investment Services Inc. Donelle has been in the industry since May 19, 2000. Donelle is registered with FINRA and the state of Missouri, as well as 50 other states. Donelle is also a Series 7, Series 6 and SIE licensed advisor. Donelle has previous experience with OppenheimerFunds Distributor, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company.
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
08/02/2018 - Present
American Century Investment Services Inc. (KANSAS CITY MO)
NY
02/07/2001 - 08/01/2018
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
MA
05/15/2000 - 02/01/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/15/2000 - 02/01/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 03/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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