Unclaimed
Roya E. Vassell is an Investment Advisor Representative at T. Rowe Price Associates, Inc. Roya has been in the financial services industry for over 14 years, and has experience working with a wide range of clients, including individuals, families, trusts, estates, and institutions. Roya holds Series 6, 7, 63, and 66 licenses, as well as the SIE. Roya is registered to provide investment advice in 53 states and the District of Columbia. Roya's specialties include portfolio management for individuals, families, and institutions. Roya is committed to providing her clients with personalized financial advice and investment strategies that are tailored to their individual needs and goals.
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
MD
09/13/2022 - Present
T. Rowe Price Associates, Inc. (OWINGS MILLS, MD)
NY
04/19/2021 - 06/06/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
DC
09/09/2020 - 11/10/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
MD
12/12/2017 - 07/14/2020
PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)
MD
08/16/2017 - 10/27/2017
MORGAN STANLEY (ANNAPOLIS MD)
MD
04/27/2011 - 07/11/2017
PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)
MD
09/09/2009 - 04/06/2010
NAVY FEDERAL BROKERAGE SERVICES, LLC (LAUREL MD)
MD
03/12/2008 - 07/23/2009
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 09/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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