Unclaimed
Michael R. Cordrey is an investment advisor representative at T. Rowe Price Advisory Services, Inc. located in Colorado Springs, Colorado. Michael has been in the financial industry for over 20 years. Michael is a registered representative in the state of Colorado and has a Series 6, 7, 24, 26, 63, and 65 license. Michael specializes in providing financial planning and portfolio management services to 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
12/19/2022 - Present
T. Rowe Price Advisory Services, Inc. (COLORADO SPRINGS CO)
CO
01/03/2002 - 10/03/2022
FIRST COMMAND BROKERAGE SERVICES, INC. (COLORADO SPRINGS CO)
IA
Issued 03/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2017
Series 24 - General Securities Principal Examination
BC
Issued 04/11/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/02/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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