Unclaimed
Brian Poole is a financial advisor with over 25 years of experience. Brian is registered with the state of Maryland and California. Brian is also a Series 6, 7, 24 and 63 licensed financial advisor. Brian is currently employed with T. Rowe Price Investment Services, Inc. The firm has its main office in Owings Mills, MD.
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.
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MD
02/13/1997 - Present
T. Rowe Price Investment Services, Inc. (Owings Mills MD)
BC
Issued 04/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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