Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Spicer is a financial advisor with T. Rowe Price Investment Services, Inc. Matthew has over 15 years of experience in the financial services industry. Matthew has a Series 6 and Series 63 licenses, and has also passed the SIE and Series 99TO exams.
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.
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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CO
11/10/2023 - Present
T. Rowe Price Investment Services, Inc. (COLORADO SPRINGS CO)
MA
10/19/2018 - 11/01/2023
ASCENSUS BROKER DEALER SERVICES, LLC (NEWTON MA)
PA
01/24/2014 - 10/19/2018
ASCENSUS FINANCIAL SERVICES, LLC. (DRESHER PA)
CA
04/03/2012 - 01/21/2014
LPL FINANCIAL LLC (SAN DIEGO CA)
IL
04/15/2011 - 03/06/2012
JOHN HANCOCK DISTRIBUTORS LLC (DOWNERS GROVE IL)
CO
01/04/2008 - 08/05/2010
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 01/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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