Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Robert Bernard is an investment advisor representative with T. Rowe Price Advisory Services, Inc. Shane has been in the financial services industry since 2014. Shane is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Maryland. Shane's firm has offices in Owings Mills, Maryland. T. Rowe Price Advisory Services, Inc. provides financial planning and portfolio management services to individuals and corporations.
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
01/21/2022 - Present
T. Rowe Price Advisory Services, Inc. (Owings Mills MD)
BOTH
Issued 01/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/20/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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