Unclaimed
Megan Elizabeth Rosenblum is a financial advisor at T. Rowe Price Investment Services, Inc. Megan has been in the financial industry for 18 years and holds a Series 3, SIE, and Series 7 license. She is registered to provide securities-related services in 53 states. Previously, Megan worked at Legg Mason Investor Services, LLC, Invesco Distributors, Inc., OppenheimerFunds Distributor, Inc., and Lord Abbett Distributor LLC.
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
06/29/2021 - Present
T. Rowe Price Investment Services, Inc. (BALTIMORE MD)
CA
11/20/2019 - 05/05/2021
LEGG MASON INVESTOR SERVICES, LLC (SAN MATEO CA)
NY
05/25/2019 - 11/06/2019
INVESCO DISTRIBUTORS, INC. (NEW YORK NY)
NY
05/10/2011 - 05/25/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NJ
03/09/2005 - 04/18/2011
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
BOTH
Issued 11/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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