Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Nakai is a financial advisor with T. Rowe Price Investment Services, Inc. Susan has been in the financial services industry since October 30, 2002. Susan holds licenses in 53 states and has a range of experience across various financial products and services.
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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CO
12/09/2002 - Present
T. Rowe Price Investment Services, Inc. (COLORADO SPRINGS CO)
NY
08/22/2002 - 09/30/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/10/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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