Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Liberty is a financial advisor at T. Rowe Price Investment Services, Inc., based in BALTIMORE, MD. Michelle has been in the financial services industry since 2005. Michelle holds a Series 63, Series 7, and Series 9 licenses and has worked at several financial institutions, including PIMCO INVESTMENTS LLC, ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC, and SANFORD C. BERNSTEIN & CO., 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.
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2
MD
06/30/2023 - Present
T. Rowe Price Investment Services, Inc. (BALTIMORE MD)
CA
02/14/2011 - 01/26/2023
PIMCO INVESTMENTS LLC (NEWPORT BEACH CA)
NY
06/24/2010 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
NY
04/23/2004 - 04/07/2009
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
BC
Issued 05/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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