Unclaimed
Kelly Rene Staudenmyer is a registered representative with American Century Investment Services Inc., having been with the firm since 2017. Kelly has a Series 6 license, allowing them to sell investment company products, and Series 63, a state securities license. Kelly has over 15 years of experience in the financial services industry, having previously worked at GWFS Equities, Inc., and J.P. Morgan Institutional Investments Inc. Kelly's primary office location is in Kansas City, MO.
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
11/01/2017 - Present
American Century Investment Services Inc. (KANSAS CITY MO)
KS
09/02/2014 - 05/07/2016
GWFS EQUITIES, INC. (OVERLAND PARK KS)
KS
06/11/2009 - 09/02/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)
MO
02/22/2005 - 12/05/2008
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BC
Issued 03/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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