Unclaimed
Sean Kilcoyne is an investment advisor representative at T. Rowe Price Advisory Services, Inc. Sean has been in the securities industry since 2008 and is registered with the Financial Industry Regulatory Authority (FINRA) as well as state securities regulators. Sean has passed the Series 63, Series 66, Series 7 and SIE exams. Sean has been with T. Rowe Price since 2014. Sean is a specialist in financial planning and portfolio management for individuals.
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
05/09/2014 - Present
T. Rowe Price Advisory Services, Inc. (Owings Mills MD)
PA
04/27/2007 - 10/25/2012
VALLEY FORGE ASSET MANAGEMENT CORP. (KING OF PRUSSIA PA)
BC
Issued 06/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sean Kilcoyne is the right advisor for you? Invested Better is here to help.