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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Kellerman is a financial advisor who has been in the industry since 1995. Thomas is currently registered with T. Rowe Price Advisory Services, Inc. in Maryland and New York. Thomas holds the Series 7, Series 63, and Series 65 securities licenses, as well as the Series 50 municipal advisor representative license. Thomas also holds the Chartered Financial Analyst (CFA) designation. Previously, Thomas worked at QUEST CAPITAL STRATEGIES, INC. in California. Thomas has experience in providing financial planning and portfolio management 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
NY
07/18/2023 - Present
T. Rowe Price Advisory Services, Inc. (Ithaca NY)
CA
06/27/1995 - 11/26/1997
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
IA
Issued 06/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 06/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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