Unclaimed
Linley Pangan is an investment advisor representative at T. Rowe Price Advisory Services, Inc. Linley has been in the industry since November 2017 and is registered to provide investment advice in 53 states. Linley has passed the Series 6, 7TO, 63, and 66 exams. Linley has worked at T. Rowe Price since June 2017 and has previously worked at Bank of America. T. Rowe Price Advisory Services, Inc. is a fee-only investment advisor firm. Linley focuses on providing financial planning and portfolio management services to individuals.
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
05/04/2021 - Present
T. Rowe Price Advisory Services, Inc. (Owings Mills MD)
BOTH
Issued 05/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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