Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey M. Swarts is a financial advisor registered with American Century Investment Services Inc. in Kansas City, MO. Jeffrey has been in the securities industry since May 22, 2006. Jeffrey has a Series 6, 7 and 63 license and the SIE exam. Jeffrey has been registered with American Century Investment Services Inc. since May 22, 2006, and was previously registered with AMERICAN CENTURY BROKERAGE, INC. in Kansas City, MO from June 17, 2011 to December 31, 2012.
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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MO
05/22/2006 - Present
American Century Investment Services Inc. (KANSAS CITY MO)
MO
06/17/2011 - 12/31/2012
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
BC
Issued 06/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/19/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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