Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Akers is a financial advisor with T. Rowe Price Advisory Services, Inc. Brandon has been in the financial services industry since 2011. Brandon's firm provides investment advice and portfolio management services to individuals and corporations. Brandon also holds the Series 6, 7, 63, and 66 securities licenses and is a Certified Financial Planner.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
See schedule d
1
2
CO
11/02/2017 - Present
T. Rowe Price Advisory Services, Inc. (Colorado Springs CO)
CO
02/17/2016 - 07/13/2016
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
01/17/2011 - 01/11/2016
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 09/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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