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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Turek is an investment advisor representative with T. Rowe Price Advisory Services, Inc. He has been in the securities industry since 2005. Joseph has passed the Series 6, 7, 24, 26, 63, and 66 exams, and is registered with FINRA and the state of Maryland and Pennsylvania. Joseph Turek specializes in providing financial planning services and portfolio management for individuals and businesses. T. Rowe Price Advisory Services, Inc. is a registered investment advisor with the SEC and has approximately $2,563,768,510 in assets under management.
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
09/09/2020 - Present
T. Rowe Price Advisory Services, Inc. (Owings Mills MD)
PA
11/03/2018 - 10/07/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CAMP HILL PA)
PA
09/14/2017 - 09/06/2018
PRUCO SECURITIES, LLC. (CAMP HILL PA)
MD
10/23/2009 - 07/11/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
MD
04/03/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TOWSON MD)
PA
07/18/2007 - 02/28/2008
WACHOVIA SECURITIES, LLC (READING PA)
MO
08/04/2004 - 02/15/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MA
04/08/2003 - 05/18/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MA
06/26/2000 - 01/03/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 06/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2021
Series 24 - General Securities Principal Examination
BC
Issued 07/26/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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