Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caitlyn? Claim Your ProfileCaitlyn Oconnor is an Investment Advisor Representative registered with T. Rowe Price Advisory Services, Inc. Caitlyn has been in the industry since April 2024 and is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Caitlyn's current registration is in Maryland as an Investment Advisor Representative and an Investment Advisor Representative. Caitlyn holds the Series 66, Series 7TO, and SIE licenses and is actively seeking to serve individuals and corporations.
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
06/06/2024 - Present
T. Rowe Price Advisory Services, Inc. (Owings Mills MD)
BOTH
Issued 06/04/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/09/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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