Unclaimed
Holden Rieping is a financial advisor registered with T. Rowe Price Advisory Services, Inc. and has been in the industry since 2022. Holden is registered in 52 states and has expertise in both financial planning and portfolio management. Holden's previous employment experience includes Fidelity Brokerage Services 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
08/15/2024 - Present
T. Rowe Price Advisory Services, Inc. (Colorado Springs CO)
CO
03/10/2022 - 05/03/2024
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 08/12/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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