Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Lawther is an investment advisor representative with T. Rowe Price Associates, Inc.. Katie has been in the securities industry since February 16, 2010. Katie holds Series 66, Series 7, Series 9, and Series 10 licenses and is registered in 53 states and the District of Columbia. Katie also holds a Securities Industry Essentials (SIE) designation. Katie is an investment advisor representative at T. Rowe Price Associates, Inc. and has been with the firm since June 2024. Prior to joining T. Rowe Price Associates, Inc., Katie worked at Raymond James Financial Services, Inc. from January 2010 to May 2024. Katie is also the owner of Charmed Kate, an arts and supplies Etsy store.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CO
07/11/2024 - Present
T. Rowe Price Associates, Inc. (Colorado Springs CO)
CA
01/08/2010 - 05/31/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Ontario CA)
BOTH
Issued 06/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/13/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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