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Karis Lake Widemire

T. Rowe Price Investment Services, Inc.

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About Karis Lake Widemire

Karis Widemire is a financial advisor at T. Rowe Price Investment Services, Inc. Karis is licensed to sell securities in 53 states and the District of Columbia. Karis has passed the SIE, Series 6TO and Series 63 exams.

Firm Information

Karis Widemire 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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Karis Widemire’s Registration & Firm History

MD

10/19/2023 - Present

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

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Licenses & Designations

BC

Issued 01/31/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/19/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/20/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karis Lake Widemire.
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