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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary helen? Claim Your ProfileMary helen Donovan is a financial advisor at T. Rowe Price Associates, Inc.. Mary helen Donovan has been a registered financial advisor for over 27 years. Mary helen Donovan is a registered representative of the firm, and she specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. The firm primarily manages assets for investment companies, insurance companies, state or municipal government entities, pooled investment vehicles, and pension and profit-sharing plans. T. Rowe Price Associates, Inc. manages over $10 billion to $50 billion in assets.
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.
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2
CA
10/07/2021 - Present
T. Rowe Price Associates, Inc. (San Francisco CA)
CA
09/24/2015 - 08/16/2021
BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
07/30/1997 - 09/04/2015
CHARLES SCHWAB & CO., INC. (OAKLAND CA)
NC
10/07/1994 - 08/11/1997
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
BOTH
Issued 04/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/09/2022
Series 30 - NFA Branch Manager Examination
BC
Issued 01/15/2016
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 09/28/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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