Unclaimed
Michael J Park is a registered investment advisor with T. Rowe Price Associates, Inc. in Berwyn, Pennsylvania. Michael has over 20 years of experience in the financial industry and is licensed to provide investment advisory services in numerous states across the country. Michael's expertise encompasses a range of specializations including financial planning, portfolio management for individuals, investment companies, and pooled investment vehicles. Michael is also qualified to advise on various investment products and strategies, ensuring a well-rounded approach to client needs.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
03/01/2019 - Present
T. Rowe Price Associates, Inc. (Berwyn PA)
PA
10/09/2007 - 09/21/2016
VANGUARD MARKETING CORPORATION (MALVERN PA)
CO
03/12/1998 - 09/05/2007
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
BOTH
Issued 08/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/27/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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