Unclaimed
Stephanie Joy Dangel is a registered representative with T. Rowe Price Advisory Services, Inc. Stephanie is registered in 53 states and the District of Columbia. Stephanie has been in the securities industry since July 2017. She has passed the Series 66, Series 7TO and SIE exams. Stephanie specializes in providing financial planning and portfolio management services 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
CO
10/24/2023 - Present
T. Rowe Price Advisory Services, Inc. (Colorado Springs CO)
BOTH
Issued 10/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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