Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carly? Claim Your ProfileCarly Robinson is a financial professional with over two years of experience in the financial services industry. Carly holds the Series 7, 63 and 66 securities licenses, as well as the Series 24 principal license. Carly is currently registered with T. Rowe Price Investment Services, Inc. in Maryland and California and previously was registered with Fidelity Brokerage Services LLC in Maryland.
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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MD
01/05/2022 - Present
T. Rowe Price Investment Services, Inc. (OWINGS MILLS MD)
MD
07/22/2021 - 11/08/2021
FIDELITY BROKERAGE SERVICES LLC (ANNAPOLIS MD)
MD
12/05/2019 - 07/19/2021
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BC
Issued 01/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2022
Series 24 - General Securities Principal Examination
BC
Issued 11/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/05/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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