Unclaimed
Rachel Dexter is a registered representative of T. Rowe Price Advisory Services, Inc. with over 3 years of experience in the financial services industry. Rachel is registered to provide investment advisory services in Maryland and Pennsylvania. Rachel has passed the Series 66, Series 7TO and the SIE exams. Rachel has also been registered with the Securities and Exchange Commission (SEC) since 2021.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d
1
2
MD
06/20/2023 - Present
T. Rowe Price Advisory Services, Inc. (Owings Mills MD)
BOTH
Issued 05/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Rachel Dexter is the right advisor for you? Invested Better is here to help.