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Stephanie Liann Quine

T. Rowe Price Advisory Services, Inc.

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About Stephanie Liann Quine

Stephanie Quine is a registered representative with T. Rowe Price Advisory Services, Inc. Stephanie has been in the financial services industry since 2007. She has a Series 6, Series 7, and Series 66 license and is registered in 53 states. Stephanie has a strong focus on providing financial planning and portfolio management for individuals. She is a registered investment advisor representative in Colorado and has been working with T. Rowe Price Advisory Services, Inc. since 2011.

Firm Information

Stephanie Quine is currently registered with T. Rowe Price Advisory Services, Inc.. T. Rowe Price Advisory Services, Inc. is an investment advisor headquartered in OWINGS MILLS, MD. The firm has 52 investment adviser representatives and manages approximately $2,563,768,510 in regulatory assets under management. They provide financial planning and portfolio management for individuals and corporations.
T. Rowe Price Advisory Services, Inc.

4515 PAINTERS MILLS ROAD

OWINGS MILLS, MD 21117

$2.56B

Assets Under Management

Not reported

Total Clients

415

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d

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Stephanie Quine’s Registration & Firm History

CO

09/28/2011 - Present

T. Rowe Price Advisory Services, Inc. (COLORADO SPRINGS CO)

CO

06/27/2007 - 06/01/2011

WELLS FARGO ADVISORS, LLC (COLORADO SPRINGS CO)

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Licenses & Designations

BOTH

Issued 09/27/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/18/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/16/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2011

Series 7 - General Securities Representative Examination

BC

Issued 06/26/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephanie Liann Quine.
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