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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Baran is a registered investment advisor representative with T. Rowe Price Associates, Inc. Michelle has been in the financial services industry since 2002 and has experience with a variety of clients including individuals, businesses, investment companies, and pooled investment vehicles. Michelle has a strong track record of success in the financial services industry and is committed to providing her clients with the highest level of service and expertise. Michelle holds the Series 6, 7, 63, and 65 licenses. Michelle is also registered in 53 states and the District of Columbia. Michelle's previous employment includes Eaton Vance Distributors, Inc. and Eaton Vance Management.
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
CA
06/18/2020 - Present
T. Rowe Price Associates, Inc. (Danville CA)
MA
07/09/2002 - 04/09/2020
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 10/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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