Unclaimed
Connie Corjay is an investment advisor representative with T. Rowe Price Advisory Services, Inc. Connie has been in the industry since 2014 and holds Series 7, 9, 10, 66 securities licenses. Connie has previously worked for CHARLES SCHWAB & CO., INC., USAA FINANCIAL ADVISORS, INC., MORGAN STANLEY and T. ROWE PRICE INVESTMENT SERVICES, INC.. Connie is registered to provide investment advice in 53 states and the District of Columbia. Connie is also an active member of the broker-dealer community.
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
FL
10/12/2023 - Present
T. Rowe Price Advisory Services, Inc. (Riverview FL)
FL
05/23/2020 - 08/24/2023
CHARLES SCHWAB & CO., INC. (Temple Terrace FL)
FL
07/08/2019 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (Tampa FL)
FL
03/15/2019 - 05/21/2019
MORGAN STANLEY (TAMPA FL)
FL
06/16/2014 - 03/04/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 10/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/02/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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