Unclaimed
Joshua Levine is a financial advisor with T. Rowe Price Investment Services, Inc. Joshua has been in the financial services industry since 2012. Joshua is registered to provide investment advice in 53 states and the District of Columbia.
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.
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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2
MD
06/29/2012 - Present
T. Rowe Price Investment Services, Inc. (OWINGS MILLS MD)
BC
Issued 07/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2023
Series 4 - Registered Options Principal Examination
BC
Issued 06/10/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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