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Lakisha Patrice Cole

American Century Investment Services Inc.

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About Lakisha Patrice Cole

Lakisha Patrice Cole is a Registered Representative of American Century Investment Services Inc., with over 15 years of experience in the financial industry. Lakisha is licensed to sell securities in 51 states, including Missouri where she is based. Her professional qualifications include passing the Series 6, Series 7, Series 63 and SIE exams. Lakisha is a highly experienced financial advisor with a proven track record of providing exceptional service to her clients.

Firm Information

Lakisha Cole is currently registered with American Century Investment Services Inc.. American Century Investment Services Inc. is a Corporation formed on 1962-04-18. It is registered with the SEC and in all 50 states, plus Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

209

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Lakisha Cole’s Registration & Firm History

MO

11/18/2004 - Present

American Century Investment Services Inc. (KANSAS CITY MO)

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Licenses & Designations

BC

Issued 12/23/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/2017

Series 7 - General Securities Representative Examination

BC

Issued 11/17/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lakisha Patrice Cole.
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