Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Markie Mahan is a financial advisor with T. Rowe Price Investment Services, Inc., with over 20 years of experience in the financial industry. Heather has a strong background in investment management, with previous roles at Charles Schwab & Co., Inc. and Putnam Retail Management Limited Partnership. Heather is licensed to provide investment advice in 53 states and the District of Columbia.
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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2
MD
11/08/2017 - Present
T. Rowe Price Investment Services, Inc. (Owings Mills MD)
MA
03/28/2002 - 04/03/2008
CHARLES SCHWAB & CO., INC. (BOSTON MA)
MA
03/08/1996 - 12/03/2001
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BC
Issued 12/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/07/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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