Unclaimed
Steven Homans is an Investment Advisor Representative with T. Rowe Price Advisory Services, Inc., a firm that provides financial planning and portfolio management services to individuals, corporations, and other businesses. Steven has been in the financial services industry since September 2021 and holds Series 7TO, Series 66, and SIE licenses. Steven is registered to provide investment advice in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. He is also registered as an Investment Advisor Representative in Maryland.
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
12/02/2021 - Present
T. Rowe Price Advisory Services, Inc. (Owings Mills MD)
BOTH
Issued 11/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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