Unclaimed
John P. Alberto is an investment advisor representative with T. Rowe Price Advisory Services, Inc. John has been in the industry since March 29, 2020 and has been registered with the state of Maryland since October 20, 2022. John is also registered with the state of Maryland as an Investment Advisor Representative. John was previously registered with NYLIFE SECURITIES LLC. John is licensed to sell securities in 53 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. John has passed the Series 63, Series 66, Series 7, and the SIE exams. John's specialties include Financial Planning and Portfolio Management.
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
10/20/2022 - Present
T. Rowe Price Advisory Services, Inc. (Owings Mills MD)
MD
03/06/2020 - 07/25/2022
NYLIFE SECURITIES LLC (TIMONIUM MD)
BOTH
Issued 10/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/06/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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