Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Raymond Phillips is a registered representative with T. Rowe Price Investment Services, Inc. Steven has been in the securities industry since December 21, 1999. Steven is licensed in 53 states. Steven has passed the Series 6, 7, 24 and 63 exams. Steven is located in Colorado Springs, CO.
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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CO
12/22/1999 - Present
T. Rowe Price Investment Services, Inc. (COLORADO SPRINGS CO)
BC
Issued 03/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/21/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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