linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jose Gabriel Diaz

T. Rowe Price Advisory Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jose? Claim Your Profile

About Jose Gabriel Diaz

Jose Gabriel Diaz is a financial advisor with T. Rowe Price Advisory Services, Inc. Jose is registered as an investment advisor representative in Colorado. Jose has over 20 years of experience in the financial services industry. Jose has been with T. Rowe Price since 2018. Before that, Jose was a registered representative with GKN Securities Corp. in New York. Jose specializes in financial planning and portfolio management for individuals. Jose is also registered to provide investment advisory services in several states.

Firm Information

Jose Diaz is currently registered with T. Rowe Price Advisory Services, Inc.. T. Rowe Price Advisory Services, Inc. is an investment advisor headquartered in OWINGS MILLS, MD. The firm has 52 investment adviser representatives and manages approximately $2,563,768,510 in regulatory assets under management. They provide financial planning and portfolio management for individuals and corporations.
T. Rowe Price Advisory Services, Inc.

4515 PAINTERS MILLS ROAD

OWINGS MILLS, MD 21117

$2.56B

Assets Under Management

Not reported

Total Clients

415

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

See schedule d

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jose Diaz’s Registration & Firm History

CO

10/07/2022 - Present

T. Rowe Price Advisory Services, Inc. (COLORADO SPRINGS CO)

NY

08/10/2000 - 08/29/2000

GKN SECURITIES CORP. (NEW YORK NY)

Not sure if Jose Gabriel Diaz is right for you?

Licenses & Designations

BOTH

Issued 10/06/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/29/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/09/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/16/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/09/2000

Series 7 - General Securities Representative Examination

BC

Issued 03/19/1999

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jose Gabriel Diaz.
Not sure if Jose Gabriel Diaz is right for you?