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Meenu Love Annamalai

T. Rowe Price Investment Services, Inc.

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About Meenu Love Annamalai

Meenu Love Annamalai is a financial advisor with over 10 years of experience in the industry. Meenu has a Series 6, 7, 26, and 63 licenses and a SIE exam. Meenu is registered in 53 states and the District of Columbia and is currently employed at T. Rowe Price Investment Services, Inc. Meenu has a strong understanding of the investment industry and is committed to helping clients reach their financial goals. Meenu has worked with clients of various backgrounds, including individuals and families, providing them with personalized financial advice and services.

Firm Information

Meenu Annamalai 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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Meenu Annamalai’s Registration & Firm History

CA

12/02/2022 - Present

T. Rowe Price Investment Services, Inc. (SAN FRANCISCO CA)

CA

10/09/2012 - 05/20/2013

FINANCIAL TELESIS INC (SAN MATEO CA)

CA

11/16/2009 - 03/30/2011

CAPITAL BROKERAGE CORPORATION (PLEASANT HILL CA)

WA

08/14/2008 - 07/29/2009

WOODBURY FINANCIAL SERVICES, INC. (SEATTLE WA)

WA

02/01/2005 - 06/04/2008

INTERSECURITIES, INC. (REDMOND WA)

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Licenses & Designations

BC

Issued 01/20/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/17/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/02/2022

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2022

Series 7TO - General Securities Representative Examination

BC

Issued 01/31/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Meenu Love Annamalai. Review regulatory record here.
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