Unclaimed
Shawn Allen Sacchetti is a financial advisor with T. Rowe Price Advisory Services, Inc. Shawn has been in the industry since 2007. Shawn has obtained multiple licenses and passed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. Shawn is registered in 53 states and the District of Columbia. Shawn specializes in providing financial planning and portfolio management services to individuals.
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
09/30/2010 - Present
T. Rowe Price Advisory Services, Inc. (Owings Mills MD)
MD
02/05/2007 - 11/18/2009
METLIFE SECURITIES INC. (HUNT VALLEY MD)
NY
02/05/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 09/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/01/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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