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Kristin Margaret Kusner

T. Rowe Price Investment Services, Inc.

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About Kristin Margaret Kusner

Kristin Margaret Kusner is a registered representative with T. Rowe Price Investment Services, Inc.. Kristin is licensed to provide investment advice in 53 states and jurisdictions. Kristin has been in the financial services industry since October 27, 2013. Kristin passed the Series 6, Series 7TO and the SIE exams.

Firm Information

Kristin Kusner is currently registered with T. Rowe Price Investment Services, Inc.. T. Rowe Price Investment Services, Inc. is a corporation formed on June 10, 1980. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. It has one regulatory event and three arbitration disclosures on file.

Not reported

Assets Under Management

Not reported

Total Clients

612

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Kristin Kusner’s Registration & Firm History

MD

06/06/2019 - Present

T. Rowe Price Investment Services, Inc. (OWINGS MILLS MD)

MD

04/15/2011 - 11/21/2016

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

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Licenses & Designations

BC

Issued 07/03/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/06/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/21/2016

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristin Margaret Kusner.
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