Unclaimed
Jillian Olson is an investment advisor representative with T. Rowe Price Advisory Services, Inc. Jillian has been in the industry since April 2015 and is licensed to provide investment advice in all 50 states, as well as the District of Columbia and Puerto Rico. Jillian's previous experience includes roles at RBC Capital Markets, LLC and T. Rowe Price Investment Services, Inc. Jillian specializes in providing portfolio management for individuals and 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
MD
03/28/2017 - Present
T. Rowe Price Advisory Services, Inc. (Owings Mills MD)
MD
09/21/2015 - 03/02/2017
RBC CAPITAL MARKETS, LLC (HUNT VALLEY MD)
MD
03/26/2015 - 09/10/2015
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 01/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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