Unclaimed
Erica Monroe is a registered investment advisor representative with T. Rowe Price Advisory Services, Inc. Erica has been in the industry since 2023. Erica holds the Series 7TO, SIE and Series 66 licenses and is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Erica's specializations are in portfolio management and financial planning.
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
09/26/2023 - Present
T. Rowe Price Advisory Services, Inc. (Owings Mills MD)
BOTH
Issued 09/22/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/29/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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