Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shital? Claim Your ProfileShital Kamlesh Zalen is a financial advisor who has been in the industry since 2009. Shital is registered with T. Rowe Price Advisory Services, Inc. and is licensed to provide investment advice in Colorado. Shital has a wide range of experience in the financial industry and is committed to helping their clients achieve their financial goals.
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
02/06/2019 - Present
T. Rowe Price Advisory Services, Inc. (COLORADO SPRINGS CO)
BOTH
Issued 02/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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