Unclaimed
Peter C. Foley is a financial advisor at T. Rowe Price Associates, Inc. with over 10 years of experience in the financial industry. Peter has held previous roles with Putnam Retail Management Limited Partnership and American Century Investment Services Inc.. Peter has a wide range of experience and licenses, including Series 6, 7, 63, 65, and 66. Peter specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
1
2
MA
06/28/2024 - Present
T. Rowe Price Associates, Inc. (Sudbury MA)
MO
04/17/2019 - 08/16/2023
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
MA
09/04/2013 - 03/05/2019
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
BOTH
Issued 11/30/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/04/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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