Unclaimed
Mario Duran is a registered representative with T. Rowe Price Advisory Services, Inc. Mario Duran has been in the financial services industry since 2015. Mario Duran holds Series 63, 66, and 7 licenses, as well as the SIE license. Mario Duran specializes in providing investment advice to individuals and businesses. Mario Duran is also registered as an investment advisor representative in Colorado.
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
08/01/2022 - Present
T. Rowe Price Advisory Services, Inc. (COLORADO SPRINGS CO)
BOTH
Issued 08/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mario Duran is the right advisor for you? Invested Better is here to help.