Unclaimed
John Wurzer is a financial advisor with T. Rowe Price Associates, Inc. John Wurzer has been in the industry since 1992 and holds licenses in 53 states and the District of Columbia, including Series 3, 6, 7, 26, 63, and 66. John Wurzer currently holds a Series 66 and Series 26 license. John Wurzer also holds a Series 3 license, which is a National Commodity Futures Examination. John Wurzer has a broad range of experience, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. John Wurzer has been affiliated with T. Rowe Price Associates, Inc. since February 2017. Previously, John Wurzer worked at Twentieth Century Services, Inc., and American Century Investment Services Inc. John Wurzer is also a board member of the Ronald McDonald House Charities in Kansas City, Missouri.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MO
01/03/2018 - Present
T. Rowe Price Associates, Inc. (Parkville MO)
MO
01/25/1992 - 12/31/2016
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
MO
02/19/2002 - 12/31/2002
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
BOTH
Issued 12/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/20/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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