Unclaimed
Jessica Annabelle Rupp is a registered representative with T. Rowe Price Advisory Services, Inc. and has been in the industry since December 22, 2011. Jessica is registered with the state of Colorado. Jessica holds Series 6, 7, 63 and 66 licenses and the SIE exam. Jessica works in the Colorado Springs branch of T. Rowe Price. T. Rowe Price Advisory Services, Inc. offers financial planning, portfolio management for individuals, and portfolio management for businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
See schedule d
1
2
CO
03/06/2015 - Present
T. Rowe Price Advisory Services, Inc. (Colorado Springs CO)
BOTH
Issued 03/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/22/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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