Unclaimed
Cayna Worl is a registered Investment Advisor Representative (IAR) with T. Rowe Price Advisory Services, Inc.. Cayna Worl is licensed to provide investment advice in Colorado and in 52 other states and jurisdictions. Cayna Worl has been a Registered Representative for 4 years and an Investment Advisor Representative for 1 year. Cayna Worl has passed the Series 66, Series 7TO and SIE exams. Cayna Worl’s work experience includes roles at T. Rowe Price, The Broadmoor Hotel, BNW Financial Group, Starbucks Coffee Co. and Sun Mountain Painting LLC.
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
07/06/2021 - Present
T. Rowe Price Advisory Services, Inc. (COLORADO SPRINGS CO)
BOTH
Issued 07/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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