Unclaimed
Steven Bernard is a registered representative with T. Rowe Price Investment Services, Inc. in Colorado Springs, CO. Steven has been in the securities industry since August 7, 2022 and holds Series 63, Series 7TO, and SIE licenses. Steven is registered in 53 states and the District of Columbia.
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.
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.
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2
CO
08/08/2022 - Present
T. Rowe Price Investment Services, Inc. (COLORADO SPRINGS CO)
BC
Issued 04/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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