Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Kelly is a registered investment advisor representative with T. Rowe Price Advisory Services, Inc.. Leo has been in the industry for more than two years and is currently registered with the state of Maryland, as well as 52 other states. Leo is a specialist in managing portfolios for individuals and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
See schedule d
1
2
MD
01/14/2025 - Present
T. Rowe Price Advisory Services, Inc. (Owings Mills MD)
BC
Issued 01/25/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/26/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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