Unclaimed
Brent Wegner is an Investment Advisor Representative associated with T. Rowe Price Advisory Services, Inc. Brent is registered in 53 states and the District of Columbia, as well as Puerto Rico and the Virgin Islands. Brent has passed the Series 66, Series 7TO, and SIE exams. Brent has been working in the financial industry since 2019 and specializes in providing financial advice to individuals and corporations.
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
08/05/2024 - Present
T. Rowe Price Advisory Services, Inc. (COLORADO SPRINGS CO)
BOTH
Issued 07/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/30/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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