Unclaimed
Matthew Knudsen is a Registered Representative and Investment Advisor Representative with T. Rowe Price Advisory Services, Inc. Matthew is a highly experienced financial professional with a demonstrated history of success in the financial services industry. Matthew is committed to providing personalized financial advice and investment strategies that meet the unique needs of each client. Matthew holds a variety of professional licenses and certifications, including the Series 63, Series 66, and Series 7TO. Matthew has a passion for helping people achieve their financial goals and is dedicated to providing exceptional customer service.
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
MD
06/06/2024 - Present
T. Rowe Price Advisory Services, Inc. (Owings Mills MD)
BOTH
Issued 06/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/03/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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