Unclaimed
Ian Holstrom is a financial advisor with T. Rowe Price Investment Services, Inc. based in Owings Mills, MD. Ian has over 10 years of experience in the financial services industry. Ian is licensed to sell securities in 53 states.
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
08/23/2021 - Present
T. Rowe Price Investment Services, Inc. (Owings Mills MD)
DC
10/08/2019 - 06/25/2021
LOCKTON INVESTMENT SECURITIES, LLC (WASHINGTON DC)
MD
06/05/2013 - 09/25/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 07/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/04/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ian Holstrom is the right advisor for you? Invested Better is here to help.