Unclaimed
Julien Depolo is a registered investment advisor representative with T. Rowe Price Advisory Services, Inc. Julien has been in the financial industry since June 13, 2019. Julien is registered to provide investment advice in 53 states and the District of Columbia. Julien has passed the Series 7TO, Series 6TO, Series 63, and Series 66 examinations. Julien is currently employed by T. Rowe Price Advisory Services, Inc. and is located in COLORADO SPRINGS, CO.
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
06/27/2022 - Present
T. Rowe Price Advisory Services, Inc. (COLORADO SPRINGS CO)
BOTH
Issued 06/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/14/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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