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Raena Sword

T. Rowe Price Advisory Services, Inc.

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About Raena Sword

Raena Sword is an Investment Advisor Representative who has been working in the industry since March 28, 2021. Raena is currently registered with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO and holds Series 7TO, Series 63, and Series 66 licenses. Raena's previous experience includes working as a Registered Representative at T. Rowe Price Investment Services, Inc. in Colorado Springs, CO. Raena has expertise in providing financial planning and portfolio management services for individuals.

Firm Information

Raena Sword is currently registered with T. Rowe Price Advisory Services, Inc.. T. Rowe Price Advisory Services, Inc. is an investment advisor headquartered in OWINGS MILLS, MD. The firm has 52 investment adviser representatives and manages approximately $2,563,768,510 in regulatory assets under management. They provide financial planning and portfolio management for individuals and corporations.
T. Rowe Price Advisory Services, Inc.

4515 PAINTERS MILLS ROAD

OWINGS MILLS, MD 21117

$2.56B

Assets Under Management

Not reported

Total Clients

415

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d

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Raena Sword’s Registration & Firm History

CO

12/20/2021 - Present

T. Rowe Price Advisory Services, Inc. (Colorado Springs CO)

CO

12/13/2019 - 07/31/2020

T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)

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Licenses & Designations

BOTH

Issued 12/17/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/07/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/24/2021

Series 7TO - General Securities Representative Examination

BC

Issued 12/13/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/13/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Raena Sword.
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