Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelley? Claim Your ProfileKelley Deneen Coates-carter is a Registered Representative and Investment Advisor Representative with T. Rowe Price Advisory Services, Inc. in Owings Mills, Maryland. Kelley has been in the securities industry since March 9, 2016. Kelley has passed several professional exams, including the Series 6, 7, 63, and 66 exams. Kelley holds securities registrations in all 50 states and the District of Columbia. Kelley is a licensed investment advisor in Maryland.
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
05/23/2017 - Present
T. Rowe Price Advisory Services, Inc. (Owings Mills MD)
BOTH
Issued 05/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/10/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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