Unclaimed
Theodore Eugene Chavez is a financial advisor registered with T. Rowe Price Investment Services, Inc. Theodore has been in the financial services industry for over 2 years and holds the Series 6, 63, and SIE licenses. Theodore is licensed to provide investment advice in all 50 states, as well as the District of Columbia, Puerto Rico and the Virgin Islands. Theodore focuses on helping clients achieve their financial goals through investment planning, retirement planning, and other financial 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.
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
11/03/2022 - Present
T. Rowe Price Investment Services, Inc. (COLORADO SPRINGS CO)
BC
Issued 02/08/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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