Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jalisa? Claim Your ProfileJalisa Yolanda Wright is an investment advisor representative with T. Rowe Price Advisory Services, Inc. Jalisa has been in the industry since 2019 and has a Series 7TO, Series 66 and SIE licenses. Jalisa was previously registered with Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jalisa currently holds a registration with FINRA, and is registered with the state of Maryland for both broker-dealer and investment advisor activities.
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
05/07/2024 - Present
T. Rowe Price Advisory Services, Inc. (Owings Mills MD)
MD
11/14/2022 - 04/24/2024
MORGAN STANLEY (Baltimore MD)
MD
12/06/2019 - 10/20/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
BOTH
Issued 02/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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