Unclaimed
Sara Ismart is a financial professional with over 16 years of experience in the industry. Sara is currently registered with T. Rowe Price Investment Services, Inc. in Maryland. Sara holds Series 6, 7, 24, 51, 63, and 66 licenses, as well as the SIE exam. Sara's registration is active in 53 states and the District of Columbia. Sara is committed to providing her clients with personalized financial advice and guidance.
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
06/13/2006 - Present
T. Rowe Price Investment Services, Inc. (OWINGS MILLS MD)
IA
Issued 11/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2013
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/16/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/12/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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