Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Rebecca Parris is a registered representative with T. Rowe Price Advisory Services, Inc.. Kelli has been in the industry since November 2008 and has earned a Series 66, Series 63 and Series 24 license. Kelli specializes in working with individuals and businesses. Kelli is registered in 53 states and Washington D.C. Kelli is currently registered in Maryland and Michigan.
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
MI
07/08/2021 - Present
T. Rowe Price Advisory Services, Inc. (Portage MI)
BOTH
Issued 09/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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