Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McWhirt is a financial advisor at American Century Investment Services Inc. He has been in the industry since 2019 and has experience working with a variety of firms, including IVY DISTRIBUTORS, INC., WADDELL & REED, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and WELLS FARGO CLEARING SERVICES, LLC. Robert McWhirt holds the Series 66, Series 7TO and SIE licenses. He is registered with the state of Missouri and 50 other states. Robert McWhirt is committed to providing his clients with personalized financial advice to help them reach their financial goals.
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
05/06/2021 - Present
American Century Investment Services Inc. (KANSAS CITY MO)
KS
12/09/2019 - 04/30/2021
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
12/09/2019 - 04/21/2021
WADDELL & REED (OVERLAND PARK KS)
MO
08/21/2019 - 10/17/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (KANSAS CITY MO)
KS
12/11/2018 - 08/21/2019
WELLS FARGO CLEARING SERVICES, LLC (MISSION WOODS KS)
BOTH
Issued 01/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/06/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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