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Ian Edward Holstrom

T. Rowe Price Investment Services, Inc.

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About Ian Edward Holstrom

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.

Firm Information

Ian Holstrom 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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Ian Holstrom’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ian Edward Holstrom.
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