Unclaimed
Colton Potter is a financial advisor with T. Rowe Price Investment Services, Inc.. Colton has been in the securities industry since May 28, 2010. Colton is registered with the state of California and Maryland. They hold the Series 63, Series 7, Series 24 and SIE licenses. Colton has been with T. Rowe Price Investment Services, Inc. since May 28, 2010.
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.
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.
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2
MD
05/28/2010 - Present
T. Rowe Price Investment Services, Inc. (Owings Mills MD)
BC
Issued 07/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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