Unclaimed
John Francis Masdea is a financial advisor with T. Rowe Price Investment Services, Inc. John has been in the financial services industry since 2005. John has a strong track record of success in helping clients achieve their financial goals. John is licensed to provide financial advice in all 50 states. Previously, John was a financial advisor at GUARDIAN INVESTOR SERVICES LLC. John is committed to providing his clients with personalized financial advice and guidance.
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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2
CA
12/08/2010 - Present
T. Rowe Price Investment Services, Inc. (SAN FRANCISCO CA)
NY
10/06/2006 - 11/03/2010
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
CA
02/21/2005 - 10/06/2006
PFPC DISTRIBUTORS, INC. (SAN FRANCISCO CA)
BC
Issued 02/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/17/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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