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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jae? Claim Your ProfileJae Man Shin is a financial advisor who is currently registered with T. Rowe Price Associates, Inc. Jae Man Shin has a diverse range of investment experience, with expertise in various investment products and services. Jae Man Shin has been actively involved in the industry since 2000. Jae Man Shin has passed various industry exams, including Series 6, Series 7, Series 24, Series 51, Series 63, Series 65, and Series 66. Jae Man Shin is licensed in 53 states, as well as Washington, D.C. Jae Man Shin has a strong track record of success in serving a wide range of clients, including individuals, businesses, investment companies, and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CO
06/27/2019 - Present
T. Rowe Price Associates, Inc. (Monument CO)
IA
Issued 06/26/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/31/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/05/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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