Unclaimed
Laurette Coffey Omalley is a financial professional with over 20 years of experience in the industry. Laurette is currently registered with T. Rowe Price Investment Services, Inc. in Baltimore, Maryland. Laurette is licensed to offer securities products and services in all 50 states and the District of Columbia. Laurette has passed the Series 3, 7, 24, and 63 exams.
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.
1
2
MD
11/13/2018 - Present
T. Rowe Price Investment Services, Inc. (BALTIMORE MD)
NY
02/01/2000 - 08/31/2001
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
TN
07/23/1997 - 07/23/1999
ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)
NY
05/23/1994 - 06/27/1997
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
NY
03/15/1993 - 03/28/1994
LEBENTHAL & CO., INC. (NEW YORK NY)
BC
Issued 01/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2019
Series 24 - General Securities Principal Examination
BC
Issued 05/24/2022
Series 3 - National Commodity Futures Examination
BC
Issued 11/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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