Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Scott Swezy

American Century Investment Services Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Scott Swezy

Michael Scott Swezy is a registered representative with American Century Investment Services Inc. Michael has been in the industry since 2012 and is currently registered in 51 states. Michael holds the Series 6, 7, and 63 securities licenses, along with the SIE exam. Michael is also a registered Investment Advisor Representative. Michael has a broad scope of experience in the financial industry, including previous experience with Twentieth Century Securities, Inc. in Kansas City, MO.

Firm Information

Michael Swezy 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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Swezy’s Registration & Firm History

MO

04/02/2015 - Present

American Century Investment Services Inc. (KANSAS CITY MO)

MO

09/25/1995 - 04/26/1996

TWENTIETH CENTURY SECURITIES, INC. (KANSAS CITY MO)

Not sure if Michael Scott Swezy is right for you?

Licenses & Designations

BC

Issued 04/15/2015

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/26/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/2018

Series 7 - General Securities Representative Examination

BC

Issued 04/02/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Scott Swezy.
Not sure if Michael Scott Swezy is right for you?