Unclaimed
Kevan D. Lacey is a financial advisor with T. Rowe Price Investment Services, Inc. Kevan holds the Series 7, Series 66, Series 24, Series 6TO, and SIE licenses and has been in the industry since 2011. Kevan is registered in all states, currently working at the Colorado Springs branch office.
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.
1
2
CO
11/29/2022 - Present
T. Rowe Price Investment Services, Inc. (COLORADO SPRINGS CO)
CO
10/12/2011 - 08/06/2021
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 03/05/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2023
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 10/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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