Unclaimed
Richard Falcione is a financial advisor registered with T. Rowe Price Associates, Inc. in Carmel, Indiana. Richard is a registered investment advisor representative and a broker. Richard is also a registered representative with T. Rowe Price Associates, Inc. in Maryland. Richard has worked as a financial advisor for over 18 years. Richard has a series 6, 7 and 66 license.
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
IN
02/27/2019 - Present
T. Rowe Price Associates, Inc. (Carmel IN)
MA
09/11/2000 - 05/25/2018
AMUNDI PIONEER DISTRIBUTOR, INC. (BOSTON MA)
BOTH
Issued 08/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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