Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Morales is a financial advisor with T. Rowe Price Investment Services, Inc. in Owings Mills, MD. Shane is licensed to provide financial services in all 50 states and the District of Columbia. Shane has been in the financial services industry since 2015.
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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MD
05/19/2023 - Present
T. Rowe Price Investment Services, Inc. (Owings Mills MD)
MA
01/03/2022 - 04/17/2023
ASCENSUS BROKER DEALER SERVICES, LLC (NEWTON MA)
TX
05/10/2017 - 10/22/2021
AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)
MA
05/07/2015 - 04/27/2017
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
BC
Issued 01/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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