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Mary Ann Befort

AMERICAN CENTURY INVESTMENT SERVICES
Kansas City, MO 64111
Some features on this profile are disabled
CRD#: 1197770
MB

Professional summary


Mary Ann Befort, who also goes by Maryann Befort, Mary Ann Mccormack, is a registered financial professional currently at AMERICAN CENTURY INVESTMENT SERVICES INC. located in Kansas City, Missouri.

Mary Ann is registered as a RR (Registered Representative) and started their career in finance in 1996. Mary Ann has worked at 1 firm and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Maryann Befort | Mary Ann Mccormack

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Mary Ann Befort's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 23, 2024 - Present

AMERICAN CENTURY INVESTMENT SERVICES INC.

Office #1: 4400 Main Street, Kansas City, MO 64111
BD
CRD#: 17437
Kansas City, MO
Past

April 30, 1996 - October 18, 2022

AMERICAN CENTURY INVESTMENT SERVICES INC.

BD
CRD#: 17437
KANSAS CITY, MO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Missouri
(8/26/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 7/6/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AC
AMERICAN CENTURY INVESTMENT SERVICES INC.
AMERICAN CENTURY BROKERAGE | TWENTIETH CENTURY SECURITIES, INC. | PLAZA SECURITIES CORPORATION | AMERICAN CENTURY INVESTMENT SERVICES, INC. | AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437 / SEC#: , 8-35220

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
4500 Main Street, Kansas City, MO 64111
Mailing Address
P.o. Box 410141, Kansas City, MO 64141-0141
Phone number
(800) 345-2021
Established
Missouri since 04/18/1962
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
AMERICAN CENTURY COMPANIES, INC.PARENT COMPANY
LUCHINSKY, RICHARD TODDSVP, PRESIDENT2065489
PAK, JOHN DONGJINCLO3226458
REDLINE, CHERYL LOUISETREASURER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER5371811
SCHAPPERT, BRIAN JOSEPHSVP, DIRECTOR5362490
SHELTON, AMY DIANECCO2556023
SMITH, RICHARD ANDREWSVP, DIRECTOR6109979
TURNER, MICHAEL RYANDIRECTOR5469914

Disclosures


Regulatory Event2
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437Kansas City, MO 64111

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