Unclaimed
Kelsey Ballard is a financial advisor who has been in the industry since March 2009. Kelsey is registered with T. Rowe Price Investment Services, Inc. Kelsey is licensed in Maryland and California. Kelsey holds the Series 6, 7, 24, 53 and 63 licenses.
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.
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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2
MD
03/11/2009 - Present
T. Rowe Price Investment Services, Inc. (Owings Mills MD)
BC
Issued 05/08/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/27/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/10/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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