Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kira? Claim Your ProfileKira Bree Pancotti is a registered representative with T. Rowe Price Associates, Inc. based in Owings Mills, Maryland. Kira has over 10 years of experience in the financial services industry. She is a licensed Investment Advisor Representative in the state of Maryland. Kira has a broad range of experience and licenses, including Series 6, 7, 24, 63, and 66. Kira has been registered with T. Rowe Price since February 2016, and prior to that was registered with Morgan Stanley. Kira holds several designations and has a track record of providing comprehensive financial advice to her 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.
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.
1
2
MD
08/04/2020 - Present
T. Rowe Price Associates, Inc. (Owings Mills MD)
MD
07/13/2015 - 03/04/2016
MORGAN STANLEY (BALTIMORE MD)
MD
04/26/2013 - 05/30/2013
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 08/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/24/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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