Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Leigh Lacey is an investment advisor representative with T. Rowe Price Associates, Inc. Danielle has been in the securities industry since 2013. Danielle is currently registered with the state of Colorado and holds the following licenses: Series 6, Series 7, Series 63, Series 65, and the SIE exam. Danielle has a strong track record of success in providing investment advice to individuals, businesses, and investment companies. Danielle specializes in portfolio management and investment advisory services. Previous to joining T. Rowe Price Associates, Inc., Danielle worked as an investment advisor representative at T. ROWE PRICE INVESTMENT SERVICES, INC. from 2013 to 2019.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CO
04/12/2021 - Present
T. Rowe Price Associates, Inc. (Colorado Springs CO)
CO
10/01/2013 - 04/22/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
IA
Issued 06/17/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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