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Daniel Jon Mattson

T. Rowe Price Investment Services, Inc.

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About Daniel Jon Mattson

Daniel Jon Mattson is a financial advisor with T. Rowe Price Investment Services, Inc. Daniel has been in the financial services industry since 2006. Daniel holds Series 6 and Series 63 licenses and the SIE exam. Daniel is registered to sell securities in 53 states and is currently registered in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Daniel has previously been employed by GWFS Equities, Inc., MML Distributors, LLC, Hartford Securities Distribution Company, Inc., and Hartford Equity Sales Company Inc.

Firm Information

Daniel Mattson is currently registered with T. Rowe Price Investment Services, Inc.. T. Rowe Price Investment Services, Inc. is a corporation formed on June 10, 1980. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. It has one regulatory event and three arbitration disclosures on file.

Not reported

Assets Under Management

Not reported

Total Clients

612

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Daniel Mattson’s Registration & Firm History

MD

02/09/2018 - Present

T. Rowe Price Investment Services, Inc. (Owings Mills MD)

CO

06/14/2014 - 01/10/2018

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

CT

01/02/2013 - 06/04/2014

MML DISTRIBUTORS, LLC (ENFIELD CT)

CT

01/01/2009 - 01/02/2013

HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)

CT

06/27/2006 - 01/01/2009

HARTFORD EQUITY SALES COMPANY INC. (SIMSBURY CT)

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Licenses & Designations

BC

Issued 10/18/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Jon Mattson.
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