Unclaimed
Jeffery S. Gingrich is a financial advisor with American Century Investment Services Inc. located in Kansas City, MO. Jeffery has been in the financial services industry since 1998 and has a Series 6 and Series 63 licenses. He is registered to provide investment advice in all 50 states. Jeffery's previous experience includes working with Sunset Financial Services, Inc. and Securities Management & Research, Inc.
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
10/26/2009 - Present
American Century Investment Services Inc. (KANSAS CITY MO)
KS
02/01/2007 - 09/30/2009
SUNSET FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
IA
06/27/2005 - 11/28/2006
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
MO
03/04/1998 - 05/31/2005
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BC
Issued 01/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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