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Jacklyn Marie Rose

T. Rowe Price Investment Services, Inc.

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About Jacklyn Marie Rose

Jacklyn Marie Rose is a financial advisor with over 11 years of experience in the industry. Jacklyn is currently registered with T. Rowe Price Investment Services, Inc. and has previously worked with THE HUNTINGTON INVESTMENT COMPANY and NATIONWIDE INVESTMENT SERVICES CORPORATION. Jacklyn is licensed in 53 states and holds Series 6, 63 and 65 licenses.

Firm Information

Jacklyn Rose 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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Jacklyn Rose’s Registration & Firm History

MD

08/17/2021 - Present

T. Rowe Price Investment Services, Inc. (Owings Mills MD)

OH

09/24/2018 - 07/28/2021

THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)

OH

12/06/2011 - 09/04/2018

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

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Licenses & Designations

IA

Issued 11/16/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/18/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/05/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacklyn Marie Rose.
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