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Nikola Robert Jurasic

T. Rowe Price Investment Services, Inc.

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About Nikola Robert Jurasic

Nikola Jurasic is a financial advisor with T. Rowe Price Investment Services, Inc. Nikola has over 17 years of experience in the financial services industry. Nikola holds Series 6, 7 and 63 licenses. Nikola is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC). Nikola has worked with a variety of clients, including individuals, families, and businesses. Nikola specializes in helping clients achieve their financial goals, including retirement planning, college savings, and estate planning.

Firm Information

Nikola Jurasic 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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Nikola Jurasic’s Registration & Firm History

MD

04/12/2022 - Present

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

IA

08/16/2019 - 04/01/2022

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

CO

03/31/2015 - 06/03/2019

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)

CO

12/02/2011 - 03/20/2015

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

NY

12/15/2005 - 11/03/2011

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/21/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2009

Series 7 - General Securities Representative Examination

BC

Issued 12/14/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nikola Robert Jurasic.
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