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Steven Page

T. Rowe Price Advisory Services, Inc.

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About Steven Page

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.

Firm Information

Steven Page 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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Steven Page’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Page.
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