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Margaret Kenney Weinfeld

T. Rowe Price Investment Services, Inc.

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About Margaret Kenney Weinfeld

Margaret Kenney Weinfeld is a financial advisor with over 25 years of experience in the industry. Margaret is currently registered with T. Rowe Price Investment Services, Inc. Previously, Margaret worked for Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and Quick & Reilly, Inc. Margaret holds a variety of licenses and designations, including Series 7, Series 31, Series 63, Series 65, and Series 66. Margaret is licensed to sell securities in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Firm Information

Margaret Weinfeld 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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Margaret Weinfeld’s Registration & Firm History

MD

12/12/2011 - Present

T. Rowe Price Investment Services, Inc. (Owings Mills MD)

MD

06/01/2009 - 11/09/2011

MORGAN STANLEY SMITH BARNEY (HUNT VALLEY MD)

MD

03/18/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (TOWSON MD)

MD

08/02/1995 - 11/04/2004

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NY

03/28/1994 - 07/19/1995

QUICK & REILLY, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/08/2008

Series 66 - Uniform Combined State Law Examination

IA

Issued 01/22/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/13/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2010

Series 31 - Futures Managed Funds Examination

BC

Issued 03/17/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margaret Kenney Weinfeld.
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