Unclaimed
David Michael Flutts is a financial advisor at T. Rowe Price Advisory Services, Inc. David has over 5 years of experience in the financial services industry. David is registered to provide investment advice in 53 states and the District of Columbia. David holds the Series 6, 7, 63, and 66 licenses. David's primary focus is on portfolio management for individuals.
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
06/26/2019 - Present
T. Rowe Price Advisory Services, Inc. (Colorado Springs CO)
BOTH
Issued 06/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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