Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Brown is an investment advisor representative with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO. Steven has been in the financial services industry for over 13 years. Steven is registered with the state of Colorado and holds the Series 7, Series 63, and Series 66 licenses. Steven specializes in portfolio management for individuals and provides financial planning services.
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
09/26/2023 - Present
T. Rowe Price Advisory Services, Inc. (Colorado Springs CO)
BOTH
Issued 09/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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