Unclaimed
Monai Pearson is a registered representative and investment advisor representative with T. Rowe Price Associates, Inc., located in Owings Mills, Maryland. Monai has been in the securities industry for over 2 years. Monai holds licenses Series 63, Series 66, and Series 7. Monai also passed the Securities Industry Essentials (SIE) Exam. Monai previously worked at J.P. Morgan Securities LLC. Monai's current registrations include both Broker-Dealer and Investment Advisor. Monai is registered to provide investment advisory services in 53 states and territories.
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
MD
10/31/2022 - Present
T. Rowe Price Associates, Inc. (OWINGS MILLS MD)
MD
04/21/2021 - 04/14/2022
J.P. MORGAN SECURITIES LLC (Cockeysville MD)
BOTH
Issued 10/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/01/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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