Unclaimed
Susan Gao is a financial professional with over 7 years of experience in the financial services industry. Susan is currently registered with T. Rowe Price Investment Services, Inc. and is licensed to sell securities in Maryland. Prior to joining T. Rowe Price Investment Services, Inc., Susan worked at Fidelity Brokerage Services LLC. Susan holds the Series 7 and SIE licenses. Susan's experience and licenses allow her to provide financial advice to clients on a wide range of investment 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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2
MD
07/05/2017 - Present
T. Rowe Price Investment Services, Inc. (Owings Mills MD)
MA
09/22/2016 - 06/05/2017
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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