Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Colleen Monroe Stein is a registered investment advisor representative with T. Rowe Price Advisory Services, Inc. Kelly has been in the securities industry since April 23, 2015. Kelly is registered with the state of Colorado. The individual advisor profile indicates that Kelly is a registered representative with T. Rowe Price Advisory Services, Inc. Kelly has a Series 7, Series 63, and Series 65 license. They have been in the securities industry for over six years. Kelly specializes in providing financial planning services and portfolio management for individuals. T. Rowe Price Advisory Services, Inc. is a Registered Investment Advisor located in Owings Mills, MD. The firm's advisory services include financial planning, portfolio management for individuals, and portfolio management for investment companies. The firm manages over $2.5 billion in assets for over 7,300 clients.
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
CO
05/25/2021 - Present
T. Rowe Price Advisory Services, Inc. (Colorado Springs CO)
CO
08/12/2020 - 03/17/2021
PARK AVENUE SECURITIES LLC (GREENWOOD VILLAGE CO)
CO
12/22/2016 - 07/10/2019
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
CO
07/02/2014 - 11/22/2016
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
IA
Issued 03/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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