Unclaimed
Steven Page is a financial advisor with T. Rowe Price Advisory Services, Inc. Steven has been in the financial services industry since March 1, 2011. Steven is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, 7, and 66 securities licenses. Steven is also registered as an Investment Advisor Representative in 53 states and the District of Columbia.
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
VA
04/28/2021 - Present
T. Rowe Price Advisory Services, Inc. (Fairfax VA)
DC
02/12/2019 - 01/11/2021
TD AMERITRADE, INC. (WASHINGTON DC)
MD
11/10/2010 - 02/04/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 01/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/09/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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