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Heather Case Dzielak

T. Rowe Price Investment Services, Inc.

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About Heather Case Dzielak

Heather Dzielak is a financial advisor with over 25 years of experience in the financial services industry. Heather is currently registered with T. Rowe Price Investment Services, Inc. and has a strong background in providing investment advice to clients. She holds Series 6, 7, 24, 26 and SIE licenses and has a wealth of knowledge in the financial services industry.

Firm Information

Heather Dzielak is currently registered with T. Rowe Price Investment Services, Inc.. T. Rowe Price Investment Services, Inc. is a corporation formed on June 10, 1980. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. It has one regulatory event and three arbitration disclosures on file.

Not reported

Assets Under Management

Not reported

Total Clients

612

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Heather Dzielak’s Registration & Firm History

MD

08/07/2012 - Present

T. Rowe Price Investment Services, Inc. (OWINGS MILLS MD)

CT

03/28/2007 - 03/14/2011

LINCOLN FINANCIAL DISTRIBUTORS, INC. (HARTFORD CT)

CT

12/01/2003 - 03/29/2007

LINCOLN FINANCIAL ADVISORS CORPORATION (HARTFORD CT)

CT

12/01/2003 - 03/29/2007

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (HARTFORD CT)

CT

05/08/1998 - 11/14/2003

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

PA

12/22/1994 - 03/06/1998

CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)

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Licenses & Designations

BC

Issued 08/11/2017

Series 24 - General Securities Principal Examination

BC

Issued 06/04/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/2016

Series 7 - General Securities Representative Examination

BC

Issued 12/21/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heather Case Dzielak.
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