Unclaimed
Roben Hoffman is an investment advisor representative at T. Rowe Price Advisory Services, Inc., in Owings Mills, MD. Roben has been in the industry since 2012. Roben is registered with FINRA as a general securities representative and is also registered as an investment advisor representative in 53 states and the District of Columbia. Roben holds the Series 7 and Series 66 licenses. Roben's current registrations are with T. Rowe Price Advisory Services, Inc. and Roben was previously registered with Edward Jones in York, PA. Roben has specialized experience with retirement planning and mutual funds.
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
10/07/2020 - Present
T. Rowe Price Advisory Services, Inc. (OWINGS MILLS MD)
PA
08/28/2008 - 12/09/2008
EDWARD JONES (YORK PA)
BOTH
Issued 05/02/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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