Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mattie? Claim Your ProfileMattie Leann Montgomery is a registered representative with T. Rowe Price Investment Services, Inc. Mattie is a Series 7, Series 63 and Series 24 licensed financial professional. Mattie has been in the financial services industry since January 2015. Mattie holds registrations in 53 states and the District of Columbia.
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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2
CO
01/26/2015 - Present
T. Rowe Price Investment Services, Inc. (COLORADO SPRINGS CO)
BC
Issued 04/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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