Unclaimed
Sarah Elizabeth Oliver is a registered investment advisor representative with T. Rowe Price Advisory Services, Inc. Sarah is a highly qualified professional with over 20 years of experience in the financial services industry. Sarah has a strong understanding of investment strategies and can help clients achieve their financial goals. She is committed to providing clients with personalized 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.
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
PA
04/22/2024 - Present
T. Rowe Price Advisory Services, Inc. (Dallas PA)
MD
11/08/2021 - 03/16/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBIA MD)
BOTH
Issued 12/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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