Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Alan Watkins is a registered investment advisor representative with T. Rowe Price Advisory Services, Inc. Chad has been in the financial services industry for over a year. Chad has been registered with the state of Colorado since June 27, 2022, and has a Series 7TO, Series 63 and Series 66 license. Chad is licensed to provide investment advisory services in 53 states and the District of Columbia.
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
12/08/2023 - Present
T. Rowe Price Advisory Services, Inc. (Colorado Springs CO)
BOTH
Issued 12/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Chad Watkins is the right advisor for you? Invested Better is here to help.
