Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Morris is a financial professional with over 29 years of experience in the industry. Susan is currently registered with American Century Investment Services Inc. and holds multiple licenses including Series 6, 7, 24, 26, 63 and SIE. Susan has been a registered representative in 51 states. Prior to her current position, Susan was employed with AMERICAN CENTURY BROKERAGE, INC. Susan is an experienced financial professional with a wide range of knowledge and expertise to help clients achieve 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
10/05/1993 - Present
American Century Investment Services Inc. (KANSAS CITY MO)
MO
02/11/2002 - 12/31/2002
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
BC
Issued 01/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2016
Series 24 - General Securities Principal Examination
BC
Issued 11/21/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Susan Morris is the right advisor for you? Invested Better is here to help.
