Unclaimed
Matthew Vincent McMenamin is a financial advisor with T. Rowe Price Advisory Services, Inc. Matthew has been in the financial services industry since 2007. Matthew is registered with the Securities and Exchange Commission as an Investment Advisor Representative and is licensed to sell securities in 53 states and the District of Columbia. Matthew specializes in providing financial planning and portfolio management for individuals and corporations.
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
02/10/2015 - Present
T. Rowe Price Advisory Services, Inc. (Colorado Springs CO)
CO
06/05/2007 - 07/25/2014
SCOTTRADE, INC. (COLORADO SPRINGS CO)
BOTH
Issued 02/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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