Unclaimed
Michael Dionne is a registered representative with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO. Michael is a licensed Investment Advisor Representative and has been in the industry since 2005. He holds the Series 6, 7, and 66 licenses and has passed the SIE exam. Michael has experience in financial planning and portfolio management for individuals and businesses.
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
11/23/2015 - Present
T. Rowe Price Advisory Services, Inc. (COLORADO SPRINGS CO)
BOTH
Issued 11/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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