Unclaimed
Lora Ingrid Jose Untalan is a financial professional who has been in the industry since 2011. Lora Ingrid is currently registered with T. Rowe Price Investment Services, Inc. and is licensed to provide investment advice in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Prior to joining T. Rowe Price, Lora Ingrid was employed by E*TRADE SECURITIES LLC. Lora Ingrid holds the Series 7, Series 7TO, and Series 63 licenses.
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
06/17/2024 - Present
T. Rowe Price Investment Services, Inc. (OWINGS MILLS MD)
NA
07/18/2008 - 10/08/2021
E*TRADE SECURITIES LLC (Makati City )
BC
Issued 06/26/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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