Unclaimed
Omar Alejandro Gerrero is a registered representative with T. Rowe Price Advisory Services, Inc.. Omar has been in the industry since April 22, 2004 and is registered to provide investment advice in 53 states and the District of Columbia. Omar is also an Investment Advisor Representative in Maryland.
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
MD
05/10/2022 - Present
T. Rowe Price Advisory Services, Inc. (Owings Mills MD)
CA
02/24/2004 - 04/27/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BOTH
Issued 04/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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