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Megan Elizabeth Rosenblum

T. Rowe Price Investment Services, Inc.

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About Megan Elizabeth Rosenblum

Megan Elizabeth Rosenblum is a financial advisor at T. Rowe Price Investment Services, Inc. Megan has been in the financial industry for 18 years and holds a Series 3, SIE, and Series 7 license. She is registered to provide securities-related services in 53 states. Previously, Megan worked at Legg Mason Investor Services, LLC, Invesco Distributors, Inc., OppenheimerFunds Distributor, Inc., and Lord Abbett Distributor LLC.

Firm Information

Megan Rosenblum 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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Megan Rosenblum’s Registration & Firm History

MD

06/29/2021 - Present

T. Rowe Price Investment Services, Inc. (BALTIMORE MD)

CA

11/20/2019 - 05/05/2021

LEGG MASON INVESTOR SERVICES, LLC (SAN MATEO CA)

NY

05/25/2019 - 11/06/2019

INVESCO DISTRIBUTORS, INC. (NEW YORK NY)

NY

05/10/2011 - 05/25/2019

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

NJ

03/09/2005 - 04/18/2011

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 11/08/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/04/2021

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/08/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Megan Elizabeth Rosenblum.
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