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Holly Marie Hale

American Century Investment Services Inc.

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About Holly Marie Hale

Holly Marie Hale is a registered representative with American Century Investment Services Inc. Holly has been in the industry since July 27, 2006. Holly has been registered with American Century Investment Services Inc. since January 13, 2016. Previously, Holly was employed with CAMBRIDGE INVESTMENT RESEARCH, INC. from July 16, 2010 to May 20, 2015 and THE O.N. EQUITY SALES COMPANY from December 2, 2005 to July 16, 2010. Holly holds the Series 63, SIE and Series 6 securities licenses. Holly is registered in 51 states and the District of Columbia.

Firm Information

Holly Hale 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

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Holly Hale’s Registration & Firm History

MO

01/13/2016 - Present

American Century Investment Services Inc. (KANSAS CITY MO)

KS

07/16/2010 - 05/20/2015

CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)

KS

12/02/2005 - 07/16/2010

THE O.N. EQUITY SALES COMPANY (OVERLAND PARK KS)

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Licenses & Designations

BC

Issued 05/19/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Holly Marie Hale.
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