Unclaimed
James Robinson is a financial advisor with American Century Investment Services Inc. based in Kansas City, MO. James has been in the financial industry since November 26, 2023. James holds the Series 6TO, Series 63, and SIE licenses, and is registered in 51 states and the District of Columbia. James is dedicated to helping clients reach their financial goals.
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
11/27/2023 - Present
American Century Investment Services Inc. (KANSAS CITY MO)
BC
Issued 06/13/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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