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Kristina R Meisner

T. Rowe Price Advisory Services, Inc.

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About Kristina R Meisner

Kristina Meisner is a financial advisor with T. Rowe Price Advisory Services, Inc., offering financial planning and portfolio management services to individuals and businesses. Kristina has been in the financial services industry since 2011 and is registered in 53 states. Kristina also holds licenses for Series 6, 7, 63, and 66 exams as well as the SIE exam. Kristina is currently registered with T. Rowe Price Advisory Services, Inc. in Colorado and Maryland, and also worked for USAA FINANCIAL ADVISORS, INC. from 2014 to 2019.

Firm Information

Kristina Meisner is currently registered with T. Rowe Price Advisory Services, Inc.. T. Rowe Price Advisory Services, Inc. is an investment advisor headquartered in OWINGS MILLS, MD. The firm has 52 investment adviser representatives and manages approximately $2,563,768,510 in regulatory assets under management. They provide financial planning and portfolio management for individuals and corporations.
T. Rowe Price Advisory Services, Inc.

4515 PAINTERS MILLS ROAD

OWINGS MILLS, MD 21117

$2.56B

Assets Under Management

Not reported

Total Clients

415

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d

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Kristina Meisner’s Registration & Firm History

CO

10/22/2024 - Present

T. Rowe Price Advisory Services, Inc. (Elbert CO)

CO

07/11/2014 - 08/14/2019

USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)

CO

03/31/2011 - 06/16/2014

T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)

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Licenses & Designations

BOTH

Issued 07/06/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/21/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/2012

Series 7 - General Securities Representative Examination

BC

Issued 03/30/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristina R Meisner.
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