Unclaimed
Valerie Kohlenstein is a financial professional with over 10 years of experience in the industry. Valerie is registered with T. Rowe Price Investment Services, Inc. in Baltimore, MD and is licensed to sell securities in 53 states. Valerie is a Series 7, Series 3, Series 63, and SIE licensed professional.
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.
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.
1
2
MD
11/09/2012 - Present
T. Rowe Price Investment Services, Inc. (BALTIMORE MD)
BC
Issued 12/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Valerie Kohlenstein is the right advisor for you? Invested Better is here to help.