Unclaimed
Paul John Balze is a financial advisor with over 15 years of experience in the industry. Paul currently works at T. Rowe Price Investment Services, Inc. and is registered in 53 states and jurisdictions. Paul holds the Series 7, Series 24, and Series 63 licenses, as well as the SIE exam.
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
11/12/2021 - Present
T. Rowe Price Investment Services, Inc. (OWINGS MILLS MD)
MD
09/26/2006 - 06/16/2021
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BC
Issued 11/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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