Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Marie Lee is an investment professional registered with T. Rowe Price Investment Services, Inc.. Colleen has been working in the financial services industry since December 16, 2014. Colleen has a Series 6, Series 7, Series 24 and Series 63 licenses and has a total of 5 exams. Colleen is currently registered to provide investment advice in California and Maryland. Colleen is located in the Owings Mills office of T. Rowe Price Investment Services, Inc..
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.
1
2
MD
04/17/2024 - Present
T. Rowe Price Investment Services, Inc. (Owings Mills MD)
MD
05/15/2013 - 09/13/2022
T. ROWE PRICE INVESTMENT SERVICES, INC. (Owings Mills MD)
BC
Issued 06/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/14/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Colleen Lee is the right advisor for you? Invested Better is here to help.
