Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
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