Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Endo is a financial advisor with over 14 years of experience in the industry. Kevin is registered with T. Rowe Price Associates, Inc. in Baltimore, MD. Kevin also holds a Series 63, 66, 7, 24 and 4 licenses, and has earned the Chartered Financial Analyst designation. Kevin has been an active financial advisor since 2006.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MD
05/21/2020 - Present
T. Rowe Price Associates, Inc. (Baltimore MD)
CA
08/31/2006 - 08/22/2016
LPL FINANCIAL LLC (SAN DIEGO CA)
BC
Issued 09/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2011
Series 24 - General Securities Principal Examination
BC
Issued 12/02/2010
Series 4 - Registered Options Principal Examination
BC
Issued 08/22/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2011
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/03/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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