Unclaimed
Kelsey Harter is a financial advisor who has been in the industry since 2021. Kelsey holds Series 7TO, Series 6TO, and SIE licenses and is registered with the state of Maryland. Kelsey is also registered with the state of California and is affiliated with T. Rowe Price Investment Services, Inc. in Owings Mills, 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.
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
07/11/2023 - Present
T. Rowe Price Investment Services, Inc. (OWINGS MILLS MD)
MD
01/05/2021 - 08/06/2021
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BC
Issued 02/23/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/05/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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