Unclaimed
Brent Andersen is a financial advisor who has been working in the industry since 2006. Brent is registered with T. Rowe Price Advisory Services, Inc. and has a series 6, 7, 24, 51, and 66 license. Brent specializes in providing investment advice and financial planning services to individuals and corporations. The firm also offers services to insurance companies, investment companies, charitable organizations, high net worth individuals, other investment advisers, pooled investment vehicles, banking or thrift institutions, business development companies, pension and profit-sharing plans, state or municipal government entities, and sovereign wealth funds and foreign official institutions.
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
MD
06/03/2013 - Present
T. Rowe Price Advisory Services, Inc. (Owings Mills MD)
BOTH
Issued 06/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2010
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/07/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brent Andersen is the right advisor for you? Invested Better is here to help.