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Matthew Allen Holmes

T. Rowe Price Investment Services, Inc.

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About Matthew Allen Holmes

Matthew Holmes is a financial advisor registered with T. Rowe Price Investment Services, Inc. located in Colorado Springs, CO. Matthew Holmes has been in the industry since 2023 and is licensed in all 50 states. Matthew Holmes has passed the Series 63, Series 6TO and SIE exams.

Firm Information

Matthew Holmes is currently registered with T. Rowe Price Investment Services, Inc.. T. Rowe Price Investment Services, Inc. is a corporation formed on June 10, 1980. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. It has one regulatory event and three arbitration disclosures on file.

Not reported

Assets Under Management

Not reported

Total Clients

612

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.

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.

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Matthew Holmes’s Registration & Firm History

CO

09/20/2023 - Present

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

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Licenses & Designations

BC

Issued 10/09/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/07/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Allen Holmes.
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