Unclaimed
Emily Cullinan is a financial advisor at American Century Investment Services Inc., a firm headquartered in Kansas City, Missouri. Emily has been in the financial services industry since 2008 and joined American Century in 2013. Prior to joining American Century, Emily worked at Montage Securities, LLC and AllianceBernstein Investments, Inc. Emily holds the Series 63, Series 7, and SIE licenses. Emily is registered with the state of Missouri and 50 other states.
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.
1
2
MO
04/09/2013 - Present
American Century Investment Services Inc. (KANSAS CITY MO)
KS
06/20/2011 - 04/05/2013
MONTAGE SECURITIES, LLC (LEAWOOD KS)
TN
05/06/2008 - 06/29/2010
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NASHVILLE TN)
BC
Issued 08/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Emily Cullinan is the right advisor for you? Invested Better is here to help.