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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bansari? Claim Your ProfileBansari Patel is a financial advisor with T. Rowe Price Advisory Services, Inc. Bansari has been in the financial services industry for 6 years and has passed the Series 7, Series 66 and Series 63 exams. She holds a securities license in Maryland and Pennsylvania. Bansari specializes in providing financial planning and portfolio management services for individuals.
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
MD
01/08/2025 - Present
T. Rowe Price Advisory Services, Inc. (Owings Mills MD)
PA
03/13/2020 - 04/05/2021
LPL FINANCIAL LLC (COLUMBIA PA)
PA
02/25/2016 - 03/16/2018
MML INVESTORS SERVICES, LLC (MECHANICSBURG PA)
BC
Issued 06/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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