Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Simon is a financial advisor at T. Rowe Price Advisory Services, Inc. with over seven years of experience in the financial services industry. Michael has a Series 7 and Series 66 license and is registered in 53 states and the District of Columbia. Michael previously worked at Morgan Stanley, Raymond James Financial Services, Inc., and T. Rowe Price Investment Services, Inc. Michael specializes in providing financial advice to individuals and corporations.
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
FL
08/09/2022 - Present
T. Rowe Price Advisory Services, Inc. (Holiday FL)
FL
05/06/2019 - 08/03/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
08/20/2018 - 04/24/2019
MORGAN STANLEY (TAMPA FL)
FL
06/09/2015 - 07/27/2018
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 07/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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