Unclaimed
Barbara Bielucki is an investment advisor representative with T. Rowe Price Advisory Services, Inc. Barbara has been in the industry since 2005 and has a Series 6, 7, 22, 63, 65, 66 and SIE licenses. Barbara is registered to provide advisory services in 53 states and is also registered as an investment advisor in Colorado. Barbara has experience providing financial planning and portfolio management for individuals and businesses.
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
04/16/2019 - Present
T. Rowe Price Advisory Services, Inc. (COLORADO SPRINGS CO)
CO
08/03/2005 - 02/24/2011
NEW ENGLAND SECURITIES (COLORADO SPRINGS CO)
BOTH
Issued 04/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/02/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/18/2008
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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