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Whitney Sharde Code

T. Rowe Price Investment Services, Inc.

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About Whitney Sharde Code

Whitney Sharde Code is a registered representative with T. Rowe Price Investment Services, Inc., and has been in the financial services industry since October 25, 2015. Whitney holds Series 63, Series 7, and Series 24 licenses. Whitney is currently registered in California and Maryland. Whitney has a branch office location at 4525 Painters Mill Road, Owings Mills, MD 21117.

Firm Information

Whitney Code is currently registered with T. Rowe Price Investment Services, Inc.. T. Rowe Price Investment Services, Inc. is a corporation formed on June 10, 1980. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. It has one regulatory event and three arbitration disclosures on file.

Not reported

Assets Under Management

Not reported

Total Clients

612

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.

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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Whitney Code’s Registration & Firm History

MD

11/01/2021 - Present

T. Rowe Price Investment Services, Inc. (OWINGS MILLS MD)

MD

06/11/2015 - 06/16/2021

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

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Licenses & Designations

BC

Issued 10/20/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/04/2024

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Whitney Sharde Code. Review regulatory record here.
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