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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perrin? Claim Your ProfilePerrin Elizabeth Price is an investment advisor representative with Fidelity Personal And Workplace Advisors. Perrin Elizabeth Price is registered in 53 states and the District of Columbia, and has been active in the industry since August 29, 2019. Perrin Elizabeth Price has been with Fidelity Personal And Workplace Advisors since February 2023. Previous to that, Perrin Elizabeth Price worked at FIDELITY BROKERAGE SERVICES LLC from July 16, 2021 to March 10, 2022 and T. ROWE PRICE INVESTMENT SERVICES, INC. from April 19, 2018 to February 8, 2021. Perrin Elizabeth Price has passed the Series 6, Series 7TO, Series 63, Series 66 and SIE exams.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
11/17/2023 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
07/16/2021 - 03/10/2022
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
04/19/2018 - 02/08/2021
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 01/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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