Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kelley Lathen is a registered investment advisor representative with T. Rowe Price Advisory Services, Inc. He is based out of Colorado Springs, Colorado and has been in the securities industry since December 17, 2001. Robert Lathen is also registered with the Securities and Exchange Commission (SEC) and has successfully passed a variety of industry examinations including Series 6, 7, 63, and 66.
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
02/22/2007 - Present
T. Rowe Price Advisory Services, Inc. (COLORADO SPRINGS CO)
MA
10/25/2001 - 10/19/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/25/2001 - 10/19/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 09/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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